$CRYPTO - US becoming crypto capital of the world under Trump administration with clear regulatory framework and end to enforcement-based regulation
$PREDICTIONMARKETS - Prediction markets provide efficient information and serve as check on fake media, with CFTC now supporting rather than banning them
$INFRA - AI infrastructure buildout with massive power requirements creating opportunities in data centers and energy infrastructure
$DEFI - DeFi and on-chain financial applications set to flourish with new regulatory clarity and safe harbors for developers
$ETH - Ethereum explicitly classified as digital commodity not security, removing regulatory overhang
$SOL - Solana explicitly classified as digital commodity not security, removing regulatory uncertainty
Bearish:
$CEFI - Centralized crypto exchanges face increased competition from DeFi and on-chain markets becoming mainstream