The projects that will matter in two years are not the ones with the biggest marketing budget right now.
They are the ones with developers who are still shipping during the quiet periods, the ones solving real coordination problems 💪
@sagavalhalla@arbitrum Arbitrum leading in TVL shows how much users value cost efficiency + Ethereum security combined. That tradeoff is clearly working.
AI × crypto convergence isn't a trend, it's a structural shift. AI needs compute, data, payments, coordination, and trust
All things crypto can provide natively, the protocols building at that intersection rn are early on something that'll look obvious in 3 years.
@aave V3 is sitting at roughly $38.6 billion in TVL right now across Ethereum, Arbitrum, Base, Avalanche and several other chains. It also issues its own stablecoin, GHO. Aave V4 is in governance discussion.
This is what a mature DeFi protocol looks like.
what makes @HyperliquidX interesting isn't the perps.
it's that they built a full-stack chain specifically optimized for financial applications and bootstrapped it without VC. that's a statement about what's possible when you skip the fundraising meta.
The old airdrop model is gone.
Sign up and get tokens does not exist anymore.
rojects now track on-chain behavior: swaps, bridging, staking, governance.
Low-effort farming gets filtered out almost immediately
hot take: the best onboarding UX in crypto rn is Coinbase's.
no seed phrase, email login, gasless txs on Base. it's not decentralized but it's real adoption. the tradeoff is worth being honest about.
That’s basically the whole logic of an entrepreneur, you need to build fast and test your market quickly to make sure you are solving a real need.
You shouldn’t invest time and money into something no one wants
You don't need a team of 20 to build something people care about, you need:
- a real problem
- someone willing to talk to 50 potential users before writing a line of code
- the patience to iterate
most L2s optimized for TPS when they should've optimized for distribution.
speed is table stakes, where do your users come from and why do they stay? that's the question almost none of them answered.
Exactly and we can already see AI agents’ transaction volume exploding, even though the current infrastructure isn’t really designed for them in terms of speed, permissions, access rights, etc.
Now imagine if we actually built systems tailored for them.
The AI x crypto narrative is mostly vaporware right now
BUT the one piece that's actually interesting: AI agents that need to pay for things autonomously!
An agent that can hold, spend, and receive value onchain without a human in the loop is genuinely new, a real problem here