• Regulation in the USA (CLARITY) — key trigger

• Stablecoins, DeFi, tokenization, and AI — main drivers

🔹 SECTORS AND BENEFICIARIES

Money:

BTC, ETH, ZEC

ETP / Institutions:

BTC, ETH

Stablecoins:

USDC, USDT

Tokenization:

ETH, SOL, BNB, LINK

Privacy:

ZEC, AZTEC, RAIL, ETH, SOL

AI + blockchain:

TAO, WLD, NEAR, IP

DeFi:

AAVE, MORPHO, MPL

Infrastructure:

SUI, MON, MEGA, NEAR

Fees / Cash Flow:

TRX, SOL, ETH, BNB

Staking:

LDO, JTO

📌 Regulatory failure — main risk.

This is not financial advice.

#crypto #bitcoin #altseason #defi #ai #web3