$MARKETMAKERS - Market makers are seen as profitable entities in the crypto space due to their ability to provide liquidity and offer better spreads with more capital.
$DAODEBT - There's an opportunity for DAOs to take on debt to access fiat or stablecoins, addressing the need for liquidity beyond their native tokens.
$UNDERCOLLAT - There's potential growth in undercollateralized lending in DeFi, though caution is advised regarding fully undercollateralized stablecoins.
$SMALLBIZ - On-chain lending to small businesses is seen as a potential way to connect crypto finance with real-world economic activity.