$CRYPTO - There's increasing institutional interest in crypto despite recent market downturns, creating a favorable environment for the crypto industry.
$DAPP - As the crypto industry potentially onboards hundreds of millions of users, more value is expected to accrue to applications rather than speculative trading.
$DEFI - DeFi is seen as a strong use case for crypto, particularly for institutional players seeking to minimize counterparty risk.
$LAYERONE - There's a trend of successful projects launching their own chains for economic reasons, suggesting potential growth for new Layer 1 chains.
Bearish:
$ETH - Ethereum is facing challenges with practicality and internal conflicts among different factions within its community.