Bernie Moreno - Buzzberg

Date	Ticker	Direction	Thesis	Source
Feb 18, 2026	BTC	LONG	"If I had money to put in the market today, I would buy Bitcoin... I would absolutely buy Bitcoin today instead of Gold." A sitting U.S. Senator involved in financial legislation is explicitly endorsing Bitcoin over the traditional safe haven (Gold). This signals a legislative tailwind that views Bitcoin not as a threat, but as a strategic asset to be encouraged. Long BTC as the preferred store-of-value asset for the current political administration. Macro liquidity shocks; delay in legislative clarity.	CNBC Watch CNBC's full interview with Coinbase CEO...
Feb 18, 2026	STABLECOINS	LONG	"This is the best thing that could happen for the US Dollar because it dollarizes the world. It creates massive competition for Treasuries... giving Americans more rewards for being able to have cash on reserve." The legislative push is to allow stablecoins to pay yield (rewards). If passed, this transforms stablecoins from passive transaction vehicles into yield-bearing cash equivalents, likely driving massive adoption and increasing the "velocity of money." Long the Stablecoin sector (issuers and infrastructure) as they become authorized competitors to traditional savings accounts. Banking lobby resistance to deposit flight; strict capital requirement regulations.	CNBC Watch CNBC's full interview with Coinbase CEO...