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What's The Trade For 2026?

36 snips
Dec 30, 2025
Dive into 2026 predictions as hosts debate whether the metals rally is here to stay or nearing its end. Discover Bitcoin's potential recovery and trading strategies, including a bullish call for January. Explore the contrasting demand for gold versus silver, and get insights on speculative altcoin markets. Plus, the rise of privacy coins amid regulatory challenges and the fading NFT trend are examined. Get ready for a fascinating journey into the future of crypto and commodities!
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ADVICE

Bet A 50/50 Precious Metals Basket vs S&P

  • Avi offers a trade: a 50/50 basket of gold and silver versus the S&P for 2026.
  • He believes this basket has a high chance to outperform equities next year.
INSIGHT

Sovereign Accumulation Signals Multipolar Reserve Shift

  • Avi highlights BRICS+SCO gold holdings surpassing the U.S., reflecting geopolitical reserve diversification.
  • He connects this to longer 15‑year gold cycles and enduring megatrends versus crypto's four‑year rhythm.
ADVICE

Watch Seller Exhaustion For BTC Bottoms

  • Avi says bottoms form when sellers stop selling, and he sees sellers running out around $85k BTC.
  • He expects liquidity and desk reengagement in January could drive a sharp Bitcoin rally to ~$100k.
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