If we get a real long-side turn , not a bounce, but a structural shift , this is what I’d position for:
HYPE.
Base ecosystem momentum + future Base-native coins.
ETH itself.
UNI / LDO moves around the Clarity Act.
The bigger trigger for me:
When we move beyond being app-native
and start living in an agent-native world.
When autonomous agents become the default interface.
When they’re assets you can trade.
When blockchain rails are embedded inside them by design.
That’s a cycle-level catalyst.
RWA and neobank/payment card plays?
Not fully convinced there’s huge asymmetric upside for retail - maybe I’m wrong.
Prediction markets and privacy are interesting,
but in Korea regulatory clarity still feels gray.
Could be something I’m missing.
If the long side truly turns,
I’m leaning infrastructure > surface narratives.
@dolylupec@AGIBOTofficial Can retail participants also join a robotics tour? If there’s a program like that, I’d be interested in participating, even if it’s paid