$STABLES - Fully-backed, interest-bearing stablecoins will revolutionize digital payments and compete directly with traditional bank deposits, offering superior features and democratizing finance
$TOKENIZED - Tokenized assets on blockchain will democratize finance by enabling broader market participation and facilitating both domestic and cross-border trading
$CBDC - Central Bank Digital Currencies are an excellent idea that would eliminate physical currency and enable more effective monetary policy tools like negative interest rates
Bearish:
$GOLD - Gold is in a 6,000 year bubble with very little intrinsic value, trading at $4,000+ purely on fragile beliefs about its store of value properties
$BTC - Bitcoin is an extremely risky investment that should not be part of any well-structured portfolio, especially for institutional investors like central banks
$BANKS - Traditional banks will lose deposits to well-designed stablecoins that offer interest payments and better features, disrupting traditional financial intermediation