Bullish:

• 🟢 $BTC - Jason expresses strong confidence in Bitcoin as a leading asset in a new asset class, highlighting its ease of understanding, scarce supply, and potential for significant portfolio allocation.
  • “So, like, if I'm looking at it from that perspective, it's like I I go Bitcoin, and then I go further on the risk curve and maybe take Solana, and then I just kinda forego ETH for the time being.” - Jason (0:00)
  • “The BTC theme, the BTC narrative is so much easier to digest for the vast majority of people than the ETH ETF or, like, than the ETH ETH narrative.” - Jason (0:00)
  • “Bitcoin is the most obvious and the most pure expression to to kinda play that trade.” - Jason (0:00)
  • “And it's also, like, the leading asset or the the leading asset in a brand new asset class that is mostly uncorrelated with other ones.” - Jason (0:00)
  • “So you have a coalescing of these factors, and it's just, like, very easy to understand and digest, scarce supply, blah blah proof of work.” - Jason (0:00)
  • “The BTC ETF flows will be as meaningful for ETH in the short term as the Bitcoin ETF flows were for Bitcoin in the short term.” - Jason (0:00)
  • “I think Morgan Stanley isn't going to be the 1st, you know, investment adviser to be like, oh, like, we're now, like, gonna push our, you know, our bankers to to push these products.” - Jason (0:00)🔒
  • “I think probably the end goal here is, like, to to see something like Bitcoin command, like, a similar allocation of portfolio to to say, like, something like what gold does.” - Jason (0:00)🔒
  • “So, like, if gold is, like, a 2 to 3 or 5 percent, you know, base allocation in, like, a standard investment portfolio. Right? Maybe maybe Bitcoin can can take a couple of those percentage points...” - Jason (0:00)🔒
  • “I think the market is screaming at Powell right now telling him, hey. You need to cut given the fact that for the September meeting, the market's pricing in obviously a 100% chance of any rate cut.” - Jason (0:00)🔒
  • “I do think the general sense is all of this kind of chaos or or volatility in markets kind of only pulls forward the timeline for when central banks act in a way that eases global liquidity conditions and makes, the risk asset environment much better.” - Jason (0:00)🔒
• 🟢 $SOL - 🔒

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Bearish:

• 🔻 $ETH - 🔒

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