$ETH - ETH is seen as an attractive investment due to its staking yield and potential for outperformance compared to Bitcoin. There's also optimism about ETH treasury companies, with expectations that one might see significant success similar to MicroStrategy's experience with Bitcoin.
$DEFI - For crypto-native investors, DeFi protocols like Aave and Morpho are seen as potential investment opportunities, with focus on their ability to increase Total Value Locked (TVL) and improve fundamentals and fees.
$CRYPTO - There's been a recent trend of altcoins outperforming Bitcoin, suggesting potential opportunities in the broader cryptocurrency market beyond just ETH and BTC.
Bearish:
$BTC - There's a belief that Bitcoin dominance has likely peaked, with expectations that Ethereum will continue to outperform Bitcoin, suggesting a relatively bearish stance on BTC.