$AAVE - DeFi's largest liquidity protocol and the obvious capital (and revenue) blackhole for the future of yield-generating markets.
$HYPE - The future of onchain trading. Currently converting $2.1m daily fees straight to buybacks. This cycles Binance with an onchain tokenomic flywheel.
$LINK - The moat has been built, the rails have been laid; it's just a matter of when. Capital markets are coming onchain, and no protocol has its fingers in more pies than Chainlink.
The first "Blockchain Trading Fund" is live on @Balancer, built by @QuantAMMDeFi.
This pool dynamically adjusts pool weights among $BTC, $PAXG (tokenised gold), and $USDC to maximize upside exposure to the world's three largest stores of value.