The market has pretty clearly showed it's hand in terms of what likely will outperform for the foreseeable future. As one example, it appears the DeFi infrastructure on Solana is rerating upwards (as seen today in alts like JUP, KMNO, RAY etc.) While I think ETH and Ethereum DeFi might have a tougher time performing well on a relative basis, there most likely will be outliers who fit the Trump and/or institutional narrative (e.g AAVE or ENA) that are able to outperform.