Now that the US‑Iran War is over, I would be looking at protocols with big 30‑day drawdowns that have already reversed over the past week.
Some names that are still compressed, recovering with strong fundamentals:
- $AERO +15% on the week, still down 22% for the month
- $ETHFI +14% on the week, -26% for the month
- $JUP +15% on the week, -22% for the month
- $AAVE +12% on the week, -30% for the month
- $SYRUP +8% on the week, -40% for the month
- $PENDLE +13% on the week, -32% for the month
The bids were already underway; the peace agreement simply poured fuel on their recovery.
The highest conviction plays are the ones already rising with real fee generation and cheap valuations; those will be the first to revert back green.