$BTC - Arthur expects Bitcoin to perform well regardless of the US election outcome, due to continued expansionary monetary policy.
$SOL - Arthur views Solana as a high-beta play on Bitcoin's performance, expecting it to outperform in a crypto rally.
$GOAT - Arthur has invested in GOAT, an AI-related meme coin, despite acknowledging the high risk involved.
$GOLD - Arthur expects gold to perform well alongside Bitcoin due to its finite supply and global fungibility.
$ENERGY - Arthur mentions being long on energy stocks as part of his current market positioning.
Bearish:
$USDJPY - Arthur anticipates a future rise in Japanese interest rates, leading to a strengthening yen against the dollar and capital repatriation to Japan.