$DEFI - DeFi represents a generational upgrade to financial infrastructure that will replace traditional finance systems, with major institutions like BlackRock and Apollo already building on these rails.
$UNI - BlackRock buying UNI tokens and putting assets on Uniswap signals major institutional adoption of the protocol.
$BTC - Bitcoin showing strong institutional support at $60k level with light positioning and fundamentals way ahead of current price, following normal four-year cycle pattern.
$INFRA - Structured finance is ripe for blockchain disruption as it's an opaque, costly corner of the market that can be automated with smart contracts.
Bearish:
$TRADFI - Traditional finance infrastructure is archaic and will be displaced by blockchain technology, with TradFi workers unprepared for 24/7 trading.