An actual bull case of this cycle:

Projects like #EigenLayer and #Babylon will provide an abundance of economic security into this cycle, that can be leveraged to enforce "good behavior".

One of the use case is to built oracles with it, to power next generation RWA, tokenized stocks, bonds, commodities, real estates, cars. And this will lead to injection of external liquidity.

Holders of traditional assets will subsequently be able to leverage on chain money markets like #AAVE to get liquidity, which competes with traditional mortgages and loans.