The DeFi sector is shaping up to be the next major catalyst. Looking at AAVE, CRV, and PENDLE right now—these protocols are all trading near their support levels, which creates an interesting setup for aggressive accumulation. If the broader narrative materializes as expected, the upside potential could be substantial with meaningful position sizes. This is really a patience game though. We're talking about a longer-term conviction play where the thesis needs time to play out. The current valuation levels offer a compelling entry point for those with a multi-month horizon.