Macro Updates, Industry Narratives & Big Tech Coming For Crypto

Macro Updates, Industry Narratives & Big Tech Coming For Crypto | Permissionless IV Recap – 0xResearch

Bullish:

$STABLES - Stablecoins are seen as a profitable investment, functioning like money market funds but with unique advantages in yield retention.
$BTCTREASURY - Bitcoin treasury companies are viewed as a new and competitive trend in the crypto space, potentially replacing the role of tokens.
$PREDMKT - Prediction markets have shown unexpected growth and resilience, particularly in areas like geopolitical events, elections, and sports.
$MEME - Meme coins have shown surprising resilience and increased activity, contrary to predictions of their demise.

Bearish:

$ALTCOINS - Altcoins are viewed as side capital without a mechanical move towards them, suggesting a bearish outlook.
$DEFI - DeFi applications may face challenges due to regulatory arbitrage and competition from traditional finance firms entering the space.