$STABLES - Stablecoins are expected to be one of the fastest-growing themes in payments and crypto, with Athena showing particularly strong growth and potential for value appreciation compared to competitors.
$MSTR - MicroStrategy has increased its Bitcoin per share by 30% this year, on top of Bitcoin's price appreciation, suggesting potential for continued growth.
Bearish:
$CRYPTOTREASURY - Crypto treasury vehicles may face a deflation similar to SPACs in 2021, with potential for demand to dry up and some trading below NAV.
$ALTCOINS - There's a risk of oversupply in the altcoin market, with too many similar ideas coming to market, potentially leading to a lack of capital to support them.