My convictions so far:
@arc, @arcflow (by @circle )
This is not a cosmetic Circle experiment, Arc is shaping up as the institutional-grade foundation for programmable finance, designed to sit comfortably within regulated capital flows while still enabling composable onchain logic.
The real edge is not waiting for a token event, It’s early integration. Teams testing the Arc SDK, interacting with ArcFlow’s liquidity rails, and understanding the permissioned DeFi architecture are positioning themselves where real volume and serious counterparties will live.
@konnex_world
Konnex is running a very explicit incentive funnel. Complete tasks, earn Konnex Points, and convert participation into future upside. No mystery mechanics, just consistent engagement.
If you’re disciplined about activity-based farming and understand how points based distributions usually resolve, this is a straightforward play to start early and stay active.
Get started here: https://t.co/EXfIN8cWSH
@ambient_xyz
Ambient is tackling one of the most underappreciated problems in AI x crypto: verifiability.
Instead of AI agents making decisions offchain, Ambient is building a zero-knowledge execution layer that allows AI agents to act onchain with provable correctness.
Right now the play is simple and asymmetric. Interact with the chatbot, understand the vision, secure meaningful Discord roles, and stay close as the technical narrative matures.
@shelbyserves
This is the pure infrastructure conviction.
Shelby is building automation layers that abstract away onchain complexity and make workflows usable for non-developers without sacrificing composability.
These are the kinds of tools that quietly become indispensable once adoption accelerates.
earn roles by being present, and position yourself before the product becomes obvious. The current barrier to entry is attention and consistency, which rarely stays cheap for long.
The biggest shift in tech right now isn't AI.
It's that building has become cheap.
The real bottleneck is attention.
Thousands of apps launch every week. Very few become part of people's habits.
That's why distribution is becoming the ultimate moat.
@emblemvault x @OKX are tackling exactly this conversation.
In simple terms,
@arc is making it easier for AI agents to send money, make decisions, and complete transactions on their own without dealing with slow confirmations, unpredictable fees, or complex blockchain infrastructure.
The less time agents spend waiting, the more useful they become.
AI agents need infrastructure that can match the speed and determinism of software.
Arc gives developers a more usable foundation for the agentic economy with:
→ Gas paid in stablecoin (starting with USDC)
→ Sub-second deterministic finality
→ Programmable settlement logic
→ Opt-in transaction privacy
That makes it easier to build systems where agents can transact, coordinate, and settle value in real time.
5 days until the waiting room gets exposed 👀
The financial system is slow, outdated and everyone knows it.
Arc is about to roast it live.
Something's about to change, June 9. 8AM PST.