23 horas
Nice bait post.
My takes:
1️⃣ @monad is the most overhyped AND most promising – Schrödinger's L1.
If they ship, it's generational. If they don't, it's the biggest letdown since Aptos.
2️⃣ @base won't launch a token in 2025. But the ecosystem will mint millionaires anyway. Focus on Base-native apps, not the L2 itself.
3️⃣ @Polymarket doesn't need a token. And that's exactly why it would be so valuable if they did one. Paradox of crypto.
4️⃣ @SentientAGI is the dark horse. AI x Crypto is still early. If they execute, this could be a top-20 project by 2026.
5️⃣ @farcaster_xyz needs a Lens-style moment. Great infra, waiting for the killer app. Frames were cool, but not sticky enough.
6️⃣ ZK infra plays (Cysic, Brevis, zkPass) are 2026 bets. Too early for 2025. Accumulate quietly if you believe in ZK scaling.
7️⃣ @MMTFinance is pure degen gambling. Trade the hype, don't marry the bags.
8️⃣ @vultisig – Huge attention spike with thin product traction. Classic "speculation > substance" setup. High rug risk.
9️⃣ @Kalshi CFTC-regulated = token unlikely. Don't waste time farming.
1️⃣ 0️⃣ @vooi_io Derivatives landscape is brutal. Needs deep liquidity or a killer USP to capture market share from dYdX, Hyperliquid, GMX, etc.
Agree or argue?
1 dia
Tier List of Kaito Pre-TGE Projects 🧵
S:
@base: Top performing L2 with real users, fees, and distribution. Could be one of the biggest cooks for 2026.
@Polymarket: Category leader in prediction markets with real volume/retention; token unlikely, product A+.
@monad: Parallelized EVM with sub-second finality and massive TPS. Could become THE place to build high-throughput EVM apps
@SentientAGI: Decentralized AI with strong tech and a disruptive AI model. A leading AI project with utility + traction.
A:
@farcaster_xyz: Strongest crypto social graph, durable network & atomic effects already confimed & visible.
@AlloraNetwork: Decentralized inference/“collectives”; integrations forming, mainnet usage is the near catalyst.
@cysic_xyz: ZK hardware/prover acceleration. Potential good paying infra niche if delivery timelines hold.
@zama_fhe: FHE tooling leader with deep cryptography + early integrations, gud tek and real demand.
@megaeth_labs: High-performance Ethereum L2 with near-instant blocks and tiny fees. Great tech and community support so far.
B:
@brevis_zk: ZK co-processor for verifiable data access, growing traction across L2s. Still too niche and overhyped IMO.
@gensynai: Decentralized AI compute marketplace with top partners + huge TAM. Still operates in an overcrowded market.
@zkPass: ZK proofs for off-chain credentials; clear need, UX/partner fit still uneven.
@billions_ntwk: Consumer social/trading network. Hot narrative, must show retention + liquidity post-launch.
@Theo_Network: Interesting AI/data angle, but limited public traction, will be waiting on users and demos.
C:
@MMTFinance: Attention > adoption right now. Needs a clear PMF and real usage; traction has been minimal despite huge social attention.
@GoKiteAI: Early AI/agent/dev-tooling story; differentiation and metrics TBD.
@vooi_io: The derivatives landscape is crowded. It requires deep liquidity or a goated USP to capture more market share.
D:
@vultisig: Huge attention spike with thin product traction. Skeptical of such hype waves backed by speculation.
@Kalshi: CFTC-regulated prediction market, token & airdrop unlikely. Don't waste time trading on the FED platform.
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