$DEFI1 - Invest in established DeFi 1.0 projects that are evolving and transitioning to new iterations, as they present significant alpha opportunities.
$DEFI - DeFi is expected to make a significant comeback, potentially driven by regulatory clarity.
$BTC - Bitcoin's market dynamics are expected to change, with less need to sell one asset to move into another, potentially due to ETF inflows.
$MOBILECRYPTO - The current crypto cycle is characterized by a shift from web to mobile experiences, marking a significant difference from previous cycles.
$USDS - USDS, the stablecoin issued by Maker, is complex but potentially valuable, given the time and effort required to fully understand it.
$JITO - Jito is experiencing significant growth, particularly in relation to USDS adoption on Solana.
$SLINGSHOT - Slingshot, a cross-chain trading platform, is praised for its user-friendly, intent-based experience.
$SOL - Solana's ecosystem is showing signs of growth, with the Phantom wallet reaching the top spot in the App Store.
$MEME - Meme coins are expected to evolve into AI-driven tokens, potentially becoming a significant theme in 2025.
$MORPHO - Morpho, a recently launched project, is described as a blue-chip project with a reasonable valuation.