$STABLES - Stablecoins could disrupt traditional payment rails by significantly reducing transaction costs, potentially offering a more efficient alternative to current credit card systems.
$USD - By 2050, there may be a significant consolidation in global currencies, with only six or seven remaining, suggesting a potential strengthening of major currencies like the USD.
$ECNY - China's digital currency (e-CNY) is being integrated into the backend systems of multiple central banks worldwide through the Enbridge project, indicating potential for wider adoption and influence.
Bearish:
$ADTECH - There's a push against ad-based internet economy models, with some companies actively working to prevent the continuation of attention economy practices in emerging technologies like AI.
$TRADFI - Traditional banking, particularly those focused on card-based revenue streams, may face disruption. However, banks specializing in lending and customer service are likely to remain resilient.