Believes inverted yield curve, and strength in markets pointing towards a "tale of two cities". Would advise investors to be prepared in the case of a market sell off. Investors should pursue a policy that takes advantage of market strength, while also protects them against economic slowdown. If US Fed doesn't cut rates soon enough, may not be in time to save "weakening" consumer base. Rotation out of "narrow" tech names also very good sign for the broader markets. Question is whether sector rotation will continue, out of tech into other sectors of the economy.
Will continue to hold. Leader in the ETF/Bitcoin sector. Seeing lots of opportunity going forward. Given institutional adoption, seeing lots of strength going forward. Also, a good option with geo-political risk (good hedge in times of uncertainty). Would recommend a small allocation within the portfolio.