$STABLES - Stablecoins are experiencing rapid growth in cross-border payments, with an estimated $50 billion per month in transactions and 30% month-over-month growth. There's also an expectation of high demand for USD stablecoins in emerging markets.
$CODEX - Dragonfly has recently invested in Codex, a new layer 2 solution for stablecoin payments, with excitement about the project's potential and the founders' experience.
$INFRA - Companies with strong business development teams and incentive structures are likely to gain traction in the crypto payment infrastructure space, as exemplified by Solana's success with PayPal.
Bearish:
$TRADFI - Traditional banks are struggling to innovate and adapt to new technologies like stablecoins, with regional banks facing particular challenges due to consolidation trends and crypto-related disruption.
$CIRCLE - Circle faces challenges due to its partnership with Coinbase, which may be limiting its growth and potential.