$BTC - Bitcoin is seen as a core component of a 'radical portfolio' due to its energy-backed nature, which contradicts the fiat-based economy and provides robust scarcity value.
$MSTR - MicroStrategy's preferred equity, STRK, is viewed as a complementary investment to Bitcoin, offering true yield for Bitcoin investors.
$LITIGFIN - Litigation financing is considered an attractive investment asset class due to its uncorrelated nature with markets and potential for high returns based on lawsuit outcomes.
$CULTIP - Cultural IP is viewed as a key alternative investment category, offering unique income opportunities through brand and voice leveraging.
Bearish:
$GCARRY - Global carry trades are viewed negatively due to their leveraged nature and tendency to break down quickly when market conditions change.