$DEFI - Arthur is bullish on DeFi due to the increasing size of total on-chain assets, which he sees as a fundamental driver for DeFi growth.
$AAVE - Arthur suggests AAVE is undervalued compared to other infrastructure projects, given its adoption and relevance in the industry.
Bearish:
$ETH - Arthur expresses concern about the potential disconnect between Ethereum's technological success and ETH's value as an asset.
$GAMING - Arthur notes that crypto investors are discounting the gaming sector, particularly on the public side, indicating potential challenges for crypto gaming projects.
$LAYERTWO - Arthur suggests that Layer 2 solutions might be parasitic to Layer 1, potentially reducing demand for ETH without bringing in new users to the ecosystem.