$STABLES - Stablecoins are seen as a successful DeFi application with potential for ecosystem development in trading, banking, lending, and borrowing.
$META - Meta is seen as a potential beneficiary in the AI race, with the ability to maintain its competitive position without necessarily increasing CapEx.
$DATACENTER - The data center theme is becoming attractive as an investment opportunity, though it may take a few days for the market to settle.
$BANKTECH - The banking sector, particularly large players like JPMorgan, is well-positioned and faces little threat from crypto, suggesting potential in banking technology.
Bearish:
$CRYPTOETF - There's skepticism about the success of many crypto ETFs if widely approved, with potential for market narrative to turn negative if many fail.