$PERPS - Perpetual futures are the inevitable future of traditional markets, offering superior capital efficiency, 24/7 trading, and better leverage than traditional futures.
$TWENTYFOURSEVEN - 24/7 markets are necessary and will become the standard as they improve capital efficiency and allow smooth liquidations during market stress.
$ALTDATA - Alternative data and overnight trading volumes are growing rapidly as global demand for US market access increases.
Bearish:
$CME - Incumbent exchanges like CME are resistant to innovation and locked into outdated market structures that prevent them from offering better products.
$TOKENIZATION - Tokenized equities have failed to gain traction and lack clear value proposition compared to perpetual futures.
$TRADFI - Traditional financial market structure is inefficient with unnecessary intermediation that limits leverage and capital efficiency.