My three asymmetric bets:
• $BP: Backpack as FTX 2.0 ... but without the fraud.
• $TRUE: The people's prediction market. DefiLlama integration + Vitalik praising its decentralized approach are good first steps.
!Super low cap.
• $FLUID: Lending and trading in one, with other apps building on top. Jupiter Lend+ Venus already use the tech. The bet is that more teams follow.
What are other I might've missed?