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DeFi tokens and L2 tokens. YFI, UNI, AAVE, DPI, MATIC, ARB. also, just in case we see more stable coin drama, I think some less popular stable coins may take off: LQTY or VSTA.
L2’s: Matic, ARB Eth LSDs: LDO, RPL, FXS dApps ecosystem plays: OATH, BTRFLY, Grain, BAL+Aura Trading: GMX, RPL Concentrated liquidity management: Gamma Arbitrum ecosystem: VSTA And for good luck: FPIS
SUSD and ETH for sports betting, GMX and GLP for yield, VST for leveraging GLP, and VSTA for governance.