Here's a scenario that I agree with Pigeon: - The sharper folks ditched crypto through 4Q25-1Q26 to ape semiconductor and AI stonks - They have now taken some profit into a barbell position of cash/beta + extreme frontier constraint semi stocks (throw a dart at what Serenity + Leopold likes) - This same group is now moving some cash back to crypto because chart & liquidity improved (w/ Saylor bid) and it's time to swing some risk again. Indeed it may be. Although I doubt it's time to pile into top names people are hiding in — but instead one may want to chase new hot narratives that's working w/ bombed out charts looking good w/ no imminent supply overhang. To name a few: - $ZEC because the Silicon Valley cabal arrived at it being the privacy and quantum protected bitcoin where small digits share = big upside. Something left / mid / right curves can all buy into - $TON because the telegram merge could bring real action in upgrades in value capture, features, and AI enablement - I’m still looking for an AI play but I just don’t see it being $TAO; but I think we will get one. Hit me up if you have a strong thesis.