some rare fundamental thoughts, coin mentions, not promotional obviously;

still expecting lower prices across the board in 2026, but some sectors are fairly comfy holds whilst hedging my persistent short perp exposure, nice to build small bags and have upside 'protection', weird thing to say I know, but this is not my first bear market
bullish on:
- leading perp dexes [Hype, Lighter]
- defi/stablecoins [Morpho, Sky]
I think Hype is mispriced compared to other behemoths [timeframe - years], Lighter mispriced relative to Hype, don't really see the pie being big enough for more than those two
Sky is an obvious pick, high yield, safety and mispriced relative to TVL and USDS MC, comfy place to park stables and native token. Morpho a hidden gem, DYOR on it
eyes open for crypto<>ai<>robotics in the next few quarters if we want to be early, it might just be as easy as buying Ethereum, but likely will have to dig through dirt to find some gems since Ethereum might not do it for our dopamine receptors
stay safe, bear not over