$ZEC - Zcash is gaining momentum as a privacy-focused alternative to Bitcoin, with its 'encrypted Bitcoin' narrative resonating in the market despite criticism from Bitcoin maximalists who view it as a threat
$SOL - Solana's competitive ecosystem with market-driven development is viewed as superior to Ethereum's coordination problems, with intense competition between teams driving innovation
$TEMPO - Tempo appears undervalued at its $5B fundraise valuation, with analysis suggesting it would trade at $15B fully diluted valuation if public today based on comparable L1 valuations
Bearish:
$ETH - Ethereum is losing critical technical talent like Dankrad Feist to corporate chains, raising concerns about its future technical development and the Ethereum Foundation's poor management