$STABLES - Stablecoins are seen as more functional and able to reach places where traditional financial systems can't, with a focus on their use in international aid and remittances. Stablecoin-focused layer ones and layer twos are expected to be a significant theme for the rest of the year.
$HIDDENROAD - Ripple's acquisition of Hidden Road is seen as a strategic move to leverage Hidden Road's dominant position in the Prime Brokerage category for distribution of XRP ledger and Ripple stablecoin.
$SOL - Solana's ecosystem is expanding with Janover, a publicly traded commercial real estate software company, planning to adopt Solana as its primary reserve asset and build a DeFi development corporation for the Solana ecosystem.
$USDT - USDT (Tether) is expected to maintain its dominant position in the stablecoin market, even with the potential introduction of a US-based version.
$GOLD - Gold is experiencing a surprisingly strong rally, catching some market observers off guard.
Bearish:
$BTC - Bitcoin is viewed as too small to currently function as a global store of value, suggesting it may be overvalued if treated as such. It's described as a speculative bet on potentially becoming a global store of value in the future.
$DEDOLLAR - Claims of dedollarization are viewed skeptically, as neither equity values nor the dollar index have shown significant movements to support such claims.