We should probably stop talking about crypto like it's a single market

crypto markets with PMF signals

1. Stablecoins
2. Casino (winner: memecoins on solana)
3. Digital gold (winner: BTC)

Everything else that doesn't touch these markets is low PMF & in a bear market

Building Larry, FOSS via @frames, @framesfun /open-frames to help decentralized social win. a16z CSX23. farcasterchannels.com farcaster.id

Their traction is mainly within the crypto casino market

Agents are a technology, not a market, and not a crypto market imo. Crypto infra for agents still doesn't have pmf except for narrative based (temporary) crypto casino stuff