$BTC - Bitcoin is seen as a unique and valuable asset with fixed supply, global recognition, and growing adoption in DeFi. Its potential is bolstered by macroeconomic factors like dollar inflation and changing attitudes towards US debt, as well as institutional interest, particularly in Bitcoin DeFi.
$DEFI - Bitcoin DeFi is gaining traction, with innovations from EVM and Alt Layer one ecosystems being applied to Bitcoin. There's growing institutional adoption, particularly from Asian institutions, paving the way for Western counterparts.
$CRYPTO - Cryptocurrencies, including stablecoins, Bitcoin, and Ether, are viewed as superior forms of money from a product perspective, offering advantages over traditional currencies.
$STABLES - Stablecoins are seen as an interesting area for near-term growth, particularly in bridging the gap between crypto-native products and traditional finance offerings.