I think socialfi will be the main catalyst this cycle. 
Looking at you 
@warpcast_
 
I also think Real World assets have a reason to exist. I like RWA as narrative the most. 
DeFI is being utilized more but its hard to bet on it as a second cycle narrative.
AI and DEPIN, hmm...
1/2

Comparing AI with DeFi is a bit odd to me. Nobody I know is actualy utilizing AI to the maximum.
Meanwhile consumer application like the ones being made on 
@farcaster_xyz
 seem like it could attract normies. Having TikTok and Twitter onchain is nice.
2/2