$STABLES - Stablecoins are expected to see increased adoption and integration into traditional payment flows, driven by regulatory clarity from the Genius Act and potential cost savings for businesses.
$DEFI - DeFi is seen as an emerging and important sector in crypto, with emphasis on the need for careful regulation that protects innovation, particularly regarding software development and admin key holders.
$CRYPTO - Cryptocurrency is viewed as an efficient tool for capital formation, potentially disrupting traditional finance and providing real competition to entrenched market actors.
Bearish:
$TRADFI - Traditional finance faces potential disruption from crypto, which is seen as providing real competition to entrenched market actors for the first time in a long while.