Some predictions for 2021:

1) $ZM hardware
2) No big $AAPL acquisition
3) Offices
4) Fractional home ownership
5) Companies buy #Bitcoin
6) $ETSY $50B
7) Rebundling back to $NFLX
8) $SHOP equity crowdfunding
9) Bitcoin $100k
10) Alternative assets

Here's why

(1) Zoom will launch a line of work-from-home hardware products. The company will create ideal remote work hardware from the ground up and/or acquire a remote work hardware company. Zoom will aggressively deploy cash in this zone in 2021 to dominate the category. $ZM

(2) Apple won't make a major acquisition. They never have -- why would they start now? Not a lot of science behind this one. Just don't think they'll dramatically change course now with a radical acquisition. $AAPL

(3) Offices are the new phone booths. Relics of a pre-digital and less productive era. Their departure will continue in 2021. Companies that fight this trend will be left behind and have a much more difficult time attracting and retaining top talent.

(4) Fractional ownership of residential homes will emerge as a key theme as people work remotely and move to new areas.

Fractional ownership = less friction for people to buy homes. Home ownership becomes attainable for most. Residential real estate boom will expand/continue.

(5) Multiple Fortune 500 companies will allocate 1%+ of their cash balance to Bitcoin in 2021. Record cash balances coupled with record-low interest rates will push companies toward Bitcoin... Which has a growing track record and is steadily becoming mainstream. #Bitcoin

(6) Etsy will hit a market cap of $50 billion as investors recognize it is very much a mainstay e-commerce brand. Etsy is also becoming a shopping destination for events beyond birthdays and holidays... It's growth will be more sustainable than many expect. $ETSY

(7) Rebundling will begin to take place in 2021. Standalone entertainment subscriptions will falter and realize they have better economics selling/licensing content to aggregators with significant distribution like Netflix, Disney, and Amazon. $NFLX $DIS $AMZN

(8) Shopify will launch an equity crowdfunding platform enabling the public to invest directly in Shopify entrepreneurs. This will amplify the network effect for entrepreneurs with Shopify. Shopify will become increasingly synonymous with entrepreneurship. $SHOP

(9) Bitcoin will cross $100k. Not a lot of calculus behind this one. Bitcoin has averaged a triple each year since it launched. Low interest rates inherently make things like #Bitcoin more attractive compared to traditional investment vehicles.

(10) Alternative assets will explode in popularity compared to stocks (expensive and volatile) and real estate (complex, expensive, hard to access). Art, collectibles, antiques, and cars will draw more attention... Low interest rates will push people to allocate $$ elsewhere.

Agree/disagree? Let me know!