$BTC - Joe is highly bullish on Bitcoin, expecting its dominance to continue growing. He believes it's not close to topping out and recommends an asymmetric portfolio allocation heavily weighted towards Bitcoin.
$SOL - Joe is bullish on Solana, citing strong developer activity and network usage. He believes Solana will continue to be the 'fastest horse' in the crypto space, even during periods of reduced overall activity.
$AIORCHEST - Joe sees potential in AI orchestration platforms, noting an increasing trend of customized orchestration frameworks being launched in various products.
Bearish:
$ETH - Joe is bearish on Ethereum as an asset, despite appreciating its technology. He believes there are structural problems with Ethereum's current design and roadmap, particularly criticizing their long-term timeline.
$ALTCOINS - Joe is bearish on altcoins in general, not expecting a significant 'alt season' in the near future. He believes institutional focus will remain primarily on Bitcoin, limiting widespread altcoin rallies.
$MEME - Joe believes the current implementation of meme coin trading is over, suggesting a bearish outlook on the existing meme coin market.