- Author’s high-order trade is long coins, short stocks: crypto is adapting faster to technical shocks, while equities are expensive, dilutive, leveraged, and AI progress may not translate into shareholder value.
- BTC is the clearest major: rising mining difficulty and hash power plus STRC’s rebound from $74 to $99 support the uptrend; quantum risk matters around 2029–30, but not immediately.
- BNB and HYPE are core longs over ETH and SOL because exchanges capture fees and HYPE maintains share; weak stablecoin growth, ETH activity, and SOL fees undermine the fee-L1 case.
- Privacy and quantum-resistance plays XMR and ZEC are favored, but NEAR needs over $5B in monthly swap volume; blue-wave risk or unclear token fee capture weakens XRP, COIN, CRCL, and QNT.
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