it's kind of wild how quickly narratives shift in this space. just a month ago, everyone was bull posting Base and the Virtuals eco and Clankers were unstoppable.

now Solana is all the rage again: 
- TRUMP sucked all liquidity back to the chain and coins like VINE & MOBY have top mindshare
- Virtuals is expanding there
- Jup bought Moonshot
- SOL ETF apps

even Base builders are migrating / going cross-chain and the hottest SocialFi apps are born there: DEGEN, Yapster, Vector ... the list goes on.

by next week, Abstract will be sucking all the air out of the room. my folder of AL for projects has moved to the top of my discords and i can't keep up with the pings. 

metas shift at light speed in this space. 

i still love Base, but am positioning my bags and my focus accordingly. 

way too easy to get left behind in a bull market if you aren't skating to where the puck is going.

fwiw I’m tracking
- Yapster
- Farville
- Abstract memecoin season
- Sonic DeFi season
- Tax selloffs
- Ink DeFi season
- Base redemption arc 

Also: socialfi is dumb and everyone feels gross every time

Building global interoperable roles @ hatsprotocol.xyz | DAOs are the endgame of crypto

In hindsight two things that are so core to what I’m thinking about that they didn’t make the list:
- clanker
- AI agents

Agents will interface all of this. Give em a hat and let em represent a treasury.

Product workstream leader @shapeshift
Governance lead at FBL

Formerly: @makerdao. @boostxyz

if you have an agent that can trade the stuff I know I want to trade, when it launches, I'll give you half my port right now

Cool assuming our research pans out you’re on the user testing list. 🫡