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?