Bullish:

• 🟢 $SOL - Solana is viewed as the leading candidate for a winning generalized execution layer, outperforming Ethereum in fees and app revenue despite significant price drops. Its high throughput approach is seen as a viable long-term solution for blockchain infrastructure.
  • “I think Sol is still the leading candidate to be the winning generalized execution layer, and there's and that's, like, a big TAM. Even down, like, I think, 95% nearly on on Rev. It's still leading Ethereum on on on on fees most days, and it's, like, definitely the leading o one on on this, and on definitely on app revenue and stuff like this.” - Jose (51:42)
  • “I think for infra, like, abundance, and just a lot of throughput is kinda, like, the only long term solution you can really do. And, like, Celestia and Solana are just kinda, like, different ends on that spectrum, but kinda doing the same thing with, like, beefy hardware.” - Ceteris (56:21)
• 🟢 $HYPERLIQUID - 🔒

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• 🟢 $BTC - 🔒

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• 🟢 $TIA - 🔒

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Bearish:

• 🔻 $AAVE - 🔒

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