Probably Block.

But honestly it's very difficult to say at this point and depends on both where value is created and where it accrues. It could be the companies with the most efficient, best capitalized, best connected nodes (i.e. the new Visas). It could be the leading liquidity marketplaces (e.g. Lightning Labs, Lightning Network Plus, Amboss, etc.). It could be the breakout apps that build new user experiences with native LN payments (i.e. the new Twitters, YouTubes, Googles, etc). I'm personally investing in all of these categories.