$CRYPTOAI - AI capabilities will massively increase crypto's security and carrying capacity long-term, with models getting extremely good at crypto due to its verifiable nature.
$BTC - Scarce digital assets become more valuable as creation of new goods becomes commoditized and geopolitical instability increases.
$STABLES - Stablecoins are compounding at a monstrous rate year over year as a proven crypto use case.
$DEFI - Major DeFi contracts that are battle-tested will benefit from AI-enhanced security, raising the ceiling for the entire industry.
Bearish:
$CEFI - Small-cap, low TVL protocols on long-tail chains are most at risk from AI-driven exploits as the cost of intelligence drops dramatically.
$TRADFI - Traditional banking system is outdated for agent-based transactions that need to move at internet speed.