$ETH - Ethereum mainnet gas prices have reached historically low levels due to successful scaling improvements, indicating strong technical progress and network efficiency
$LAYERTWO - Layer 2 solutions will benefit from even lower fees as PeerDAS implementation continues to improve scaling, making L2s increasingly attractive for users
$INFRA - Breakthrough in wallet infrastructure as phones with cryptography chips can now function as hardware wallets using passkey authentication, dramatically improving user experience and security
Bearish:
$STORAGE - Ethereum's PeerDAS implementation significantly reduces data storage requirements for validators through erasure coding, potentially decreasing demand for storage infrastructure