Two annual narratives I am optimistic about: Humanoid Robots + US Stocks on the Blockchain.
Author: Sleeping in the Rain
- Berachain's PoL is essentially a larger dual pool. @0xYond has made this very clear in his tweet.
At least in the short term, I am optimistic about the price performance of $BERA.
- I participated a bit more in Sonic before, but recently I only hold a small amount of $S, and I haven't engaged much in the ecosystem, so I won't comment on it. However, the sustainability of Sonic's popularity is decent, and I will keep an eye on it and participate more.
I personally lean towards believing that $SUI is bottoming out, so I bought @zofaiperps's ZLP, which consists of 60% $SUI, 20% $DEEP, and 20% USDC.
Link: https://app.zofinance.io?r=sleeping
After the UUU incident, BSC cleared all coins except for $BID. During the community voting process, $BID received a lot of support from AI projects, such as $IO and $ATH. This was quite surprising to me.
- Bittensor $TAO
I haven't seen any major catalysts recently, but the dTAO model has indeed driven the internal competition among subnets, and product progress is promising. However, it hasn't had much impact on the price of the subnet dTAO. I am optimistic about SN52 (Yzi invests in Tensorplex), SN64 (Bittensor infrastructure), and SN34 (poor performance). Some new subnets have recently emerged, and I haven't had the chance to look into them yet, but I will check them out and update later.
- Base
I am currently optimistic about two annual narratives: Humanoid Robots + US Stocks on the Blockchain. Both types of projects are present on Base, but the discussion is quite low, such as @BackedFi, @AukiNetwork, and @SamIsMoving.
Additionally, there is $CLANKER, which I am optimistic about for two reasons:
- Clanker is already scheduled to be listed on Coinbase;
- Many projects are already building products based on Clanker—its ecosystem is rapidly growing. In fact, one could simply view Clanker as a token issuance machine for Base.
Base also has a direction in Layer3, but I haven't seen any major catalysts recently (Parallel/Wayfinder's Colony is launching on Solana, and the next game will launch on B3).
By the way, Injective is also working on US stocks on the blockchain, which could be the next growth point for $INJ.
- AI Agent
I am quite optimistic about "prediction" related Agents, so I bought $BILLY. I have already taken profits. I will continue to monitor this sector.
Currently, I only see one decent product in the DeFAI stage, @gizatechxyz's ARMA, which helps you with financial management. The growth data is excellent. Giza is somewhat better than ElizaOS and is less susceptible to Context Manipulation attacks.
https://x.com/renckorzay/status/1904192278572179583
I think he makes a very valid point ⬇️, too many people underestimate the complexity of UI/UX similar to ChatGPT. This leads to too many abstraction layers in DeFAI, and the user base is extremely small. Although DeFAI's vision is great, most teams encounter difficulties at the "reasoning" layer—the platform requires users to provide very specific prompts (rather than allowing the platform to attempt to interpret and understand user intent like ChatGPT).
https://x.com/Defi0xJeff/status/1903078552981172558
This is also why I think Giza ARMA is very strong.
Regarding gaming, the project I am currently most optimistic about is @AIWayfinder. So I bought a Parallel Avatar NFT—I'm not sure if there will be a $PROMPT airdrop, but it's a small gamble. At that time, I could have also stored $PRIME, but I wasn't too keen on the locked staking scheme. Additionally, the launch of the Colony game will also benefit Avatar NFTs.
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