Group 1 - Benjamin Cowen dismisses the idea of a rotation from precious metals into digital assets, challenging the narrative that gains in gold and silver could benefit Bitcoin and Ethereum [1][2] - Cowen draws parallels with past market behavior, stating that there was no rotation from Bitcoin to alternative cryptocurrencies, indicating skepticism about the current market dynamics [2] - Peter Schiff criticizes Bitcoin's performance, noting it has underperformed against gold since its peak in November 2021, with Bitcoin down over 50% when priced in gold [3][4] Group 2 - Tom Lee from Fundstrat presents a contrasting view, suggesting that the rally in precious metals may be overshadowing strengthening fundamentals in major cryptocurrencies like Bitcoin and Ethereum [5][6] - Lee emphasizes that financial institutions are increasingly viewing Ethereum as a core settlement and tokenization layer, indicating a positive outlook for its future [6] - Despite Bitcoin and Ethereum trading below their all-time highs, Lee maintains a long-term bullish forecast for both cryptocurrencies [8]