Dan Ives, the global head of technology research at Wedbush Securities, believes that one stock market segment will continue to surprise investors with its upside in the next five years.

In a new CNBC Television interview, the investor says that stocks in the US tech sector will continue to print gains and trade above their fair value in the coming years.

According to Ives, the tech sector will witness massive developments in the years ahead, fueled by the rapid advancement and widespread adoption of artificial intelligence (AI).

“My view of tech, if you focus just on valuation, you missed every transformational tech stock in the last 20 years. I believe the market is still massively underestimating what growth is going to look like for the AI revolution in tech…

You could say some of these are expensive. You’ve got the next two, three, four, five years, given our view of autonomous robotics, that’s why I think we’re going to be talking about the Nasdaq 20,000, 25,000, over the coming years.

And that’s why any type of geopolitical sort of events, we always view as opportunities to own these names cheaper. That’s always been our view in the last 25 years covering tech.”

As of Tuesday’s close, the Nasdaq is trading at 21,719 points.

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

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Since November 2024, nearly every Monday was Michael Saylor buys more Bitcoin day.

His company, Strategy, was the first major public firm to adopt Bitcoin as its main treasury reserve asset.

And now, others are catching this Bitcoin bug: Metaplanet, Twenty One, Nakamoto Holdings… the list keeps growing.

The bug’s spreading so fast that Jesse Myers, head of Bitcoin strategy at HK Asia Holdings, thinks Bitcoiners still don’t realize how much BTC these companies could end up holding.

Let’s break it down.

There’s about $1,000T worth of assets in the world. Bitcoin makes up just $2T of that – a teeny 0.2%.

Saylor thinks that half the world’s capital is searching for the best store of value. And since trust in fiat and bonds is declining, Bitcoin starts looking like a good option.

Even if a fraction of that capital moves into BTC, the price could explode. Saylor believes Bitcoin could hit a $280T market cap by 2045 – that’s $13M per coin.

“This guys hella high on hopium,” one might say. Maybe. After all, $280T is 14x the value of all US real estate. But… Saylor might actually be onto something.

There’s currently about $318T invested in bonds – loans to governments or companies that pay you back a bit of interest.

Big investors like pension funds are required to buy assets like these because they’re considered “safe.”

The issue: inflation is high, and even if bonds are paying interest, it doesn’t keep up with rising prices = investors are slowly losing money.

But big institutions can’t throw that money into Bitcoin because of rules and risk policies.

That’s where Bitcoin treasury companies come in.

Institutions may not be ready to hold BTC directly – but they can buy bonds or stock in companies doing it for them. And it works because these companies:

• Can access public capital markets,

• Can build custom products to match institutional needs;

• Have shareholders who want BTC exposure and are okay with taking risks to get it.

Basically, these companies act like bridges. They offer products that speak the language of TradFi – bonds, equities, yield – but with Bitcoin at the core.

That’s the real innovation here: packaging BTC exposure in a way that fits into legacy portfolios.

And if this model plays out, companies like Strategy aren’t gonna be weird exceptions – they could become the blueprint for a whole new asset class.

This could be a W for Bitcoin in several ways:

• It creates consistent, predictable demand from institutions looking for yield and store-of-value exposure;

• It reduces reliance on hype cycles or retail FOMO to drive BTC price growth;

• It formalizes Bitcoin’s role in capital markets, making it harder to dismiss as a fringe or speculative asset.

But there are risks, too.

If these companies start growing too fast, use leverage poorly, or manage risk badly, they could introduce the kind of systemic fragility that Bitcoin was supposed to help avoid.

And if too much BTC ends up concentrated in their hands, it raises questions about decentralization and control.

Still, markets don’t care about ideology. They care about incentives. And right now, the incentive to connect traditional money with Bitcoin is strong and growing.

So what does this mean for crypto investors?

Bitcoin isn’t just being bought anymore – it’s being integrated, and treasury companies are a big part of that process.

Whether we like it or not, they’re shaping how institutional money enters crypto – and they could be one of the biggest forces behind Bitcoin’s next chapter.

A trader and analyst who accurately predicted the Bitcoin (BTC) bottom in 2022 says Ethereum (ETH) may suddenly emerge as a top market performer.

In a new video, the trader pseudonymously known as DonAlt tells the 66,300 subscribers of the TechnicalRoundup YouTube channel that ETH is his top pick in the crypto market, other than Bitcoin.

“I like the chances of ETH. I think people are underestimating ETH just because it’s had bad price action, the same way people were [trash] talking Solana when it had bad price action, not because the coin was bad, just because of bad price action, like people were just joking about Solana all the time when it was trading below two digits, and then it went from nothing basically to $250. I think ETH is in a somewhat similar situation, but obviously Solana is taking a little bit of a bid away from from ETH.”

He also says that ETH against Bitcoin (ETH/BTC) is holding key historic support levels on the weekly chart, indicating the top altcoin by market cap still has a good chance of a breakout.

“When you look at the price history of ETH, it’s still trading multiples above where it traded against Bitcoin in 2015. It’s still trading multiples above where it was trading in 2017. It did retrace the 2020 move, which is quite a big deal. But I generally think people are just like, Oh yeah, look at that. And then they ignore all the left side… [ETH/BTC is] not the worst. It’s obviously not great. But this is not the worst. If I had to pick one asset other than Bitcoin in crypto for the long term, it would still be ETH for me.”

ETH/BTC is trading for 0.01914 BTC ($1,856) at time of writing, up nearly 2% in the last 24 hours.

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any cryptocurrencies or digital assets, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.

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