The author suggests rotating BTC into Gold as it breaks out of a 10-year range, and rotating ETH into NVDA or AI-related assets. While acknowledging the potential of Bitcoin to reach a market cap closer to Gold, the author views AMZN, GOOG, and AAPL as lower-risk investments with higher upside compared to current crypto majors. The sentiment remains cautious on crypto outperforming AI in the near term, citing the massive institutional and government funding backing the AI sector.