Even Frank knows agentic traders are up next
lowkey onchain bull season last few days
wonder if it’s start of a curve or dead cat
leaning start of the curve
x402 slightly overhyped but ai agents being able to send money to each other without needing a wallet is definitely fresh
buyback flywheels continue to be the best tokenomic setup, no sign of slowing down
bsc season not dead but heavily reliant on bnb & aster price which is reliant on CZ, but not wise to ignore this eco, giga cooks can spawn at any time
solana needs new narra, maybe led by x402s or pump icm ? UX lead that sol once had is now marginal as other ecos have caught up
vest exchange most interesting thing w crypto x tradfi, perps on stocks (hyperliquid for stocks) arguably highest upside opp in crypto rn
im an investor in fomo app but also just love using it, cool to see it taking off. the cross chain trading experience is 100% going to get copied by everyone and in a couple months, you’ll never need to bridge again
overall wherever macro goes, lots of onchain storylines have room to unfold for a while
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