$PRIVATECREDIT - Apollo is expanding access to private credit markets, aiming to generate excess spread per unit of risk and alpha for a broader range of investors beyond large institutions.
$RWA - Real-world assets (RWAs) have the potential to provide a stable yield in the crypto ecosystem, serving as a 'natural baseline yield' that could keep investors engaged in the crypto market across cycles.
$ACRED - Acred, likely an Apollo product, is offering a leveraged yield of around 16%, which is higher than initially thought, indicating potential attractiveness for investors seeking higher yields.
$DEFI - DeFi has the potential to revolutionize personal finance by offering highly personalized, automated portfolio management and yield generation, providing a significantly improved user experience compared to traditional finance.
Bearish:
$EQUITIES - There's skepticism about the immediate demand for tokenized public stocks, with a preference to see centralized perpetual contracts for equities first, indicating a cautious stance on public stocks coming on-chain in the near term.