$AAVE - Aave demonstrated flawless performance during the flash crash with no bad debt while generating record liquidation fees, outperforming centralized exchanges
$BTC - Major institutional investors including billionaires and asset managers now view Bitcoin as an investable asset class with family offices considering 4-10% allocations
$ETH - Ethereum is gaining institutional acceptance alongside Bitcoin as core financial infrastructure
$SOL - Solana demonstrated superior scalability during the flash crash without the congestion and fee spike issues that plagued Ethereum L1
Bearish:
$DAPP - Legacy DAPPs without cash flow generation will fail as the DAPP bubble has burst with most trading at discounts to NAV
$BNB - Binance's predatory 10% token supply listing fees are driving projects away and are worse than traditional finance
$ALTCOINS - Altcoins experienced 80% drawdowns during the flash crash, highlighting severe liquidity problems and market fragmentation that's keeping institutional investors away