“I keep telling you guys I'm bullish as hell on Bitcoin. … I think that we're going up at least to 90 on this, on this rally.”
Bitcoin has bottomed and breaks out toward 85-90 as the war fear fades and sellers exhaust
“We've been Hyperliquid bulls, and I still love Hyperliquid. I think it can easily be $150, $200 asset right now.”
Hyperliquid can easily be a 150-200 asset, only place retail can voice positions when markets are shut
“Ethereum looks phenomenal”
Ethereum looks phenomenal as the stablecoin narrative drives flows, set for a big recovery
“Robinhood's right now trading at $77, $77 a share. We got to a low of $70. I think once we get— once Bitcoin gets rip-roaring again and ETH gets rip-roaring…”
Robinhood rebounds to 101-120 as crypto rips and trading activity floods back
“They will not be able to shut the Straits for a sustained period of time... the oil price will force the hands of literally every single country in the world…”
Don't sell oil futures, the spike is a fade because the world will force the Strait open the second oil rips
“if you want to go out there and buy the IGV, which is the tech software index, that's probably going to rebound because we're post-AI fears for now”
Software and large-cap tech rebound post-AI-fear and post-oil-fear, buy the IGV tech software index
“Show me the money and show me the token burn. Until then, like, do not touch it with a 10-foot pole.”
NEAR's fee buybacks run far below issuance, so it stays inflationary and bleeds as the AI narrative cools.
“if we believe that stablecoins are going to be a big driver of value accrual and attention to crypto over the next year, where do we want to put our capital?”
SKY is the picks-and-shovels stablecoin bet, an early decentralized issuer with critical mass and buybacks
“I think Curve is totally cooked. Like, I just don't think anyone's using it... their stablecoin has— it's going to get zero adoption.”
CRV bleeds as token utility and crvUSD adoption disappoint while inflation dilutes holders near multi-year lows.
“Syrup is still growing really effectively. It's still generating revenues … I do think that it's going to continue to grow and continue to do well.”
Syrup still grows and becomes a 10xer in three years despite the token getting walloped
“Gold is going to go down. Silver is going to go down. All of your emerging— all of your emerging markets plays are going to go down second quarter of 2026.”
Second quarter 2026 is an American quarter, assets flood back to US as gold and EM roll over
“One laggard that I'm looking at is Galaxy. I think all of the reasons why everybody was so excited to buy it, you know…”
Galaxy is a laggard worth a spicy bet at 23, the data center repurposing thesis is still intact