$BTC - Arthur suggests a long-term bullish position on Bitcoin, with a strategy to buy after potential market drops, especially if there's a hiccup before the election. He believes that the response to any economic issues will be more money printing, which is typically bullish for Bitcoin.
$INFRA - Mo highlights the value proposition of crypto infrastructure for traditional finance companies, suggesting potential growth in this sector due to its ability to reduce costs, improve margins, and facilitate new financial product distribution.
$LAYERONE - Arthur expresses a belief in the long-term success of truly decentralized projects, suggesting a bullish outlook on Layer 1 protocols and other decentralized initiatives in the crypto space.
Bearish:
$JPY - Arthur anticipates a potential sharp decline in the Yen if the Fed announces aggressive rate hikes, suggesting a short position on the Yen with a specific target of it going through 130.
$BTC - Arthur considers a tactical short position on Bitcoin around the Fed announcement, despite being generally very long on Bitcoin. This suggests a short-term bearish view based on potential market reactions to Fed decisions.