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Bitcoin (BTC) has broken a key multi-year resistance level, signaling a potential move towards $120,000 and the start of a major market rally. This breakout is expected to trigger an "alt season," making altcoins a potentially better risk-reward play from current levels. Consider building a position in major Layer 1 blockchains like Avalanche (AVAX), which is viewed as a core holding for this cycle. For a higher-risk play on the Bitcoin ecosystem, the Ordinals token ORDI is presented as an undervalued opportunity. As an alternative to holding crypto directly, undervalued Bitcoin mining stocks like Riot Platforms (RIOT) offer exposure through a traditional brokerage account.

A high-conviction trade is betting on Alexandria Ocasio-Cortez (AOC) to win the 2028 Democratic nomination on prediction markets like Polymarket. The thesis is an asymmetric bet on a potential populist shift within the Democratic party, not a prediction that she is the most likely winner. An expert is buying shares at 5-6 cents, targeting a potential value of 40 cents or more for a possible 7-8x return. This is a venture capital-style bet where the downside is viewed as limited, making the risk/reward attractive. Investors can apply this strategy by seeking other long-term, low-probability events that offer high potential payouts.

The current market favors revenue-generating applications over underlying blockchain infrastructure, a trend known as the "app meta." Consider shifting focus from broad index plays like Solana (SOL) to the specific applications capturing value on top of it. For active traders, using highly profitable trading bots like Axiom and Photon could lead to a valuable airdrop if they launch a token. For investors with a high risk tolerance, the DePIN sector offers asymmetric bets on projects like Hivemapper that could either fail or provide exponential returns. Ultimately, Bitcoin (BTC) is emerging as the market's potential safe haven, positioned to become the universal collateral asset for the entire crypto ecosystem.

Consider buying BONK as it is viewed as undervalued, with a potential ETP (Exchange Traded Product) launch acting as a major upcoming catalyst for new investment. For long-term growth, Hyperliquid (HYPER) is presented as a top conviction play on the future of decentralized finance infrastructure. Maintain a core long-term position in Bitcoin (BTC), with a "buy and hold" strategy targeting $1 million per coin within the next five years. Avoid deploying new capital into assets like Solana (SOL) for now, as better opportunities are seen elsewhere. The primary strategy for the summer is to preserve capital and be ready to invest when stronger market trends emerge.