$HYPE - Hyperliquid is seeing significant trading volume from geopolitical events and non-crypto assets, hitting all-time highs in BTC/ETH/SOL ratios with token around $36-37.
$SKY - Sky (formerly MakerDAO) is at all-time highs for USDS supply as a safe haven asset during geopolitical uncertainty.
$MSTR - MicroStrategy's STRC product is seeing strong demand with 11.5% yield and tax advantages, potentially accumulating 100,000 BTC every 10 weeks at current sales rates.
$BTC - Bitcoin positioned for recovery with dry powder from institutions and potential short covering if geopolitical conflicts resolve.
$ETH - Ethereum showing strength with BlackRock launching staking ETH ETF and remaining green while broader market is red.
$DATACENTER - Data centers, especially former Bitcoin miners, have massive advantage with existing grid-connected power that takes 5 years for new entrants to obtain.
Bearish:
$FIGMA - Figma trading at only 3-4x revenue multiple despite $4B ARR, being disrupted by AI-native competitors like Lovable growing 30% month-over-month.