After lunch with Bizyugo and some friends, and as usual, he always has some interesting alpha to share. I captured a few key points from our conversation:

In terms of conviction, Bizyugo is most bullish on Hyperliquid. As for meme coins, he's currently into PURR. But the most interesting part is his perspective on BTC—he once predicted it would reach 120k in early 2025, but now he expects a pullback to 40k before the next rally. Honestly, hearing that gave me cold sweat haha.

According to Bizyugo, just the Fed cutting interest rates isn't enough to push BTC significantly higher. He said the Fed needs to start quantitative easing or print money again for the market to really move. Looking at the current data, BTC is around 66k with an all-time high of 126k, so it's still far from the peak.

One piece of advice he emphasizes for newcomers: be brave, be early, and don't just follow the crowd. Plus, he said reading a lot on Twitter helps increase knowledge. Bizyugo himself is proof of early adoption—he just received an airdrop worth over $100k from EIGEN, and he said it's 'just okay.' Get out of here, you're broke, real 🤣

Overall, conversations with Bizyugo are always worth it because he shares genuine market insights without excessive hype.