$BTC - Crypto market showing resilience despite geopolitical tensions, with Bitcoin putting in a convincing low around $59k and positive regulatory clarity from SEC.
$STABLES - Stablecoins seeing increased circulation and institutional adoption with partnerships like S&P/Hyperliquid and Mastercard acquiring BBNK.
$DEFI - SEC providing regulatory clarity that most crypto assets are commodities not securities, which is extremely bullish for the crypto market.
$AIMODELS - AI foundational models revenue potential growing faster than expected as compute scales, with companies like Anthropic and OpenAI at $20B+ run rates.
Bearish:
$PE - Private equity facing potential crisis as private credit redemptions accelerate and underlying software company loans may only return 20-40% of value.