$DEFI - EIL will unlock significant DeFi growth by removing friction from cross-chain transactions, enabling abundant block space to be used like a single chain and opening floodgates for new use cases
$ETH - Ethereum scales through L2s as part of its ecosystem, with EIL solving fragmentation without introducing new trust assumptions when moving between layers
$LAYERTWO - L2s will benefit from EIL unlocking abundant block space while maintaining composability, allowing them to be used like a single chain
Bearish:
$BRIDGES - Current bridges have varying security levels that users don't understand, with users choosing the cheapest option without realizing the risks, making them vulnerable to being replaced by trustless solutions
$SOLVERS - Solver-based models have inherent trust problems as solvers must see full user intentions to execute cross-chain transactions, enabling front-running and censorship