Some hopium on what I'm bullish on:
• Farcaster: Best SocialFi app
• Web3 native cultural exports to Web2: Pudgy Penguins, Azukis, Miladies etc. Bearish cultural imports from Web2 to Web3
• Stablecoins that share upside with community: $ENA etc
• DeFi with PMF: Aave, Fluid, Maker, Pendle, etc.
• $ETH: Current UX is poor, but EIP-7702 and the new Open Intents Framework will improve it soon.
• New gen L2s (MegaETH) to validate Ethereum's modular vision
• Infinex, Hyperliquid and other onchain apps to challenge CEXs
• Gnosis Pay building onchain Revolut (via multiple products)
• InfoFi: Kaito, Ethos (reputation score), 0xPpl App (follow onchain trades)
• TradFi tokenization: Trade S&P500, $COIN onchain, and pumping liquidity to DeFi.
• New fundraising metas: Echo & Legion, but watch out for new money printing trends for best gains
• BTC as sovereign money
And most importantly, never ending crypto techno-optimism.
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