what to pay attention to in this cycle. this cycle isn’t about chasing hype but about understanding where the infrastructure is being built. / Stablecoins stablecoins quietly became one of crypto’s biggest success stories. retail finally seems to have an onchain dollar that works. projects like plasma and ethena are proving that stablecoins aren’t a sideshow, they’re the foundation. / Prediction Markets & Futarchy prediction markets and futarchy might be the most important thing happening in crypto right now. they’re the first true consumer product-market fit the space has ever seen. people instantly understand it. polymarket and kalshi are evolving from apps into full ecosystems. they’re becoming L1s and around them, a new economy is forming: aggregators, lending, perps, and narrative-trading protocols that turn sentiment into liquidity. then you have metadao, who are applying futarchy governance through markets instead of committees. if it works at scale, it’s how the world could one day run. / The Plumbers of Crypto oracle networks, bridges, and data systems are quietly building the backbone of web3. as apps demand more real-world data, oracles that connect web2 and web3 become some of the most valuable assets in the space. you’re watching the next chainlinks form in real time, so keep paying attention. / Trading & Perps on the trading side, perps and defi protocols are evolving fast. they’re becoming financial ecosystems. hyperliquid wants to bring the entire financial world onchain. solana is positioning itself as the nasdaq of the internet. the memecoin and token-launchpad wave was just a stress test and a sandbox for liquidity behavior. the next phase will be serious: aggregation layers, AMMs, yield markets, and fully decentralized perps. builders like lighter, tradeperp, and others are creating the rails for all of it. the people building the infrastructure of speculation will own the future of speculation. / AI ai never left, it just matured. the last cycle gave us hype. this one might give us utility. projects like x402 and virtuals are building the infrastructure for ai agents and autonomous actors that trade, bet, and interact across crypto networks. the combination of ai and onchain markets will redefine how economies operate. / InfoFi attention is finally being monetized in a decentralized way. platforms like wallchain and kaito are letting anyone earn just by talking about projects. i’ve seen small accounts make five figures in a couple weeks just by consistently posting and engaging. it’s meritocratic distribution at its finest, where the most consistent voices get rewarded. (mostly) the bigger picture: the playing field is flattening. you need time, insight, and execution. this cycle will make or break people. play it like your life depends on it. be obsessed with winning.