You are simply not bullish enough on the industry you log into every damn day. Here’s why: - Agentic Commerce: x402 + 8004; 2026 is going to be insane when these are used by billions of agents. Monitoring @coinbase + @ethereumfndn closely for leading this and how others like @Nethermind 8004scan support this - Reputation layer for agents; Agentic commerce won’t reach critical mass until this is solved. Protocols like @ethos_network @Ch40sChain @Moca_Network could easily provide a repository of data on agent credibility that enhances their economic interactions. You may see value accrue to the most credible agents as they bag the bulk of the economic activity? - Robotics: The rate these have improved in the past 6 months is insane; this will only snowball at an exponential pace. You can pre-order competent robots now for <$20k. @Auki @peaq @Roba_Labs @NRNAgents @GEODNET_ + so many others are trailblazing. With a TOTAL segment market cap of <$400m this is so undervalued - Asset mgmt. + yield op agents like @gizatechxyz @almanak @yieldseekerxyz @ZyfAI_ make it easier to auto earn 2x tradFi yield w/o the fees and headache - Privacy coins + how this solves the obvious problem of blockchain activity being too transparent. ZEC price go up has been great marketing for this segment & IMO there’s others that will do it better, yet to be discovered. Just depends on whether they can dethrone the king - Stablecoins + NeoBanks: how this new financial system is forcing tradFi to adopt or be left behind. @useTria Legion sale, crypto card activity rocketing + @plasma roll out of its vision, even Revolut, VISA, Mastercard stance on crypto and agents is now a focus - @Tether_to + @circle market cap growth as an indicator of more dollars coming onchain, primed to be deployed and the Agentic infra developed around this; soon there will be more economic activity from agents than humans. Monitoring this in line with M2 liquidity is useful - TAO eco + how the new net TAOflow emission distribution impacts subnet Darwinian behaviour, especially given the halving is next month. Subnets are solving real world problems, & observing how these are focusing on communities outside of our crypto bubble is interesting to me - Emerging AI first chains that have Agentic activity as a priority like @GoKiteAI @NEARProtocol @Fetch_ai @0G_labs ICP & who they’re partnering with to bring true activity into their ecosystem - AI backed yield like @gaib_ai @USDai_Official @AethirCloud given the insatiable demand for compute + GPUs - @echodotxyz acquisition is primed for ICO SZN round two once the Clarity Act goes through with Base token + how equity rights to token holders emerge. I’ll be monitoring the precedence here and positioning in other likely suspects - How DATs progress & monitoring mNAVs as a indicator for potential short term ceiling on institutional interest, all while monitoring who are launching DATs as liquidity events for locked team tokens or for a genuine reason - Prediction markets have a shot at disrupting trad betting markets on topics not yet covered, offering a breakout use case for retail. Aggregators like @vooi_io enable you to farm multiple Perp DEXs with a single UI - backed by @yzilabs who I haven’t forgotten offered a billion dollar grant to incubate more AI first projects on BNB - Tokenization of RWAs including stocks is inevitable. We’ve already seen failed attempts by ASX, LSE and more because they were too early. This will happen & as someone who worked in tradFi for a decade I can assure you blockchain is better than the current system - Even InfoFi is still primitive; platforms are collecting valuable data. @KaitoAI + @cookiedotfun is exploring capital weighted mindshare, enhanced analytics + agent swarms to decipher signal from timeline tripe Pick a topic and champion it; chances are you’ll outperform flipping between the next hot meta Especially the intersect of the two leading emerging tech segments; Crypto & AI

I’m going to caveat that there are hundreds of other protocols I could mention here This further supports my point that there is no better industry to be spending your time I haven’t even mentioned research tools like @Surf_Copilot @caesar_data @DefiLlama Other AI protocols like @openservai @bankrbot @wardenprotocol @AlloraNetwork @bluwhaleai @daydreamsagents @FractionAI_xyz Oracles, Agentic browsers, app chains or chains built specifically for certain purposes with Mega, Monad and more Coming to market The future’s bright