Bullish:

• 🟢 $BTC - Felix expresses a bullish medium-term view on Bitcoin, suggesting it shouldn't be faded and emphasizing its distinct drivers compared to tech stocks.
  • “I don't think that's to be faded on a medium price horizon. It just this is a macro show where we talk about every component. And, again, that dispersion thing is very real, and I think it's gonna get more real.” - Felix (43:31)
  • “I suspect that's 2025 in a nutshell. Because remember Bitcoin remember all throughout this year, first half of this year or summer, it's like, oh my god. Bitcoin can't you know, it's supposed to be this levered Nasdaq, and it can't even keep up with Nvidia. And it's like, no. It's because they're completely different assets, and they're completely different drivers behind them.” - Felix (54:31)
• 🟢 $SMALLCAP - 🔒

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Bearish:

• 🔻 $NDX - 🔒

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