$OPENNET - Open networks will dominate over closed networks in crypto, following historical precedents like Visa's success. The open loop model is fundamental to crypto's value proposition.
$STABLES - Stablecoins are reaching critical mass adoption with regulatory clarity from the Genius Act in the US serving as a catalyst. After 5 years of infrastructure building, the market is ready for mainstream stablecoin adoption.
Bearish:
$SOULBOUND - Soul bound tokens and ENS names are fundamentally flawed from a privacy perspective, permanently exposing personal identifiable information on immutable ledgers.
$SWIFT - SWIFT's $120 trillion B2B market is ripe for disruption by stablecoin infrastructure that eliminates the need for correspondent banking and bilateral agreements.
$CORRBANK - Correspondent banking faces disruption from stablecoins which solve fundamental issues like prefunding requirements and complex bilateral agreements.