3⃣ I think oil is likely to remain elevated as geopolitical tensions continue to increase, especially with ongoing uncertainty around the Strait of Hormuz, a key global energy shipping route. If supply risks persist, oil could stay volatile and keep inflation concerns in focus.
In my view, Bitcoin could react the most over the coming months. AI and tech stocks have already enjoyed a massive rally and look relatively crowded, while Bitcoin may become the next destination for capital rotation. With more crypto ETFs—including potential altcoin ETFs—gaining attention, I believe BTC has a stronger chance to outperform once market sentiment shifts.