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.

Continue up only, pls.