$DEFI - DeFi protocols with proper admin functionality for security are positioned well under new regulatory framework. The BRCA provides clarity that admin keys for security don't constitute control.
$INFRA - Crypto infrastructure development needs more funding and resources. The market structure bill directs Congress to fund FinCEN and other agencies for expanded regulatory roles.
$STABLES - Stablecoins are becoming the primary money pipeline for cartels, indicating massive adoption and liquidity. 97% of fentanyl precursor manufacturers now accept crypto.
Bearish:
$CEFI - Crypto has a terrible reputation as just an online casino without regulation. The industry has failed to deliver on promises of financial freedom.
$CRYPTOAI - Regulatory enforcement expertise is being gutted with the disbanding of specialized crypto prosecution units. Perfect time to launch scams according to departing enforcement attorneys.