What I’m excited about rn: - megaETH mainnet in September - hyperliquid volumes to overtake Binance in a 24hr window - mainnet launch of top zkVMs: Boundless & Succinct - ETH sentiment revival, leading to outperformance soon - turnaround in L2s sentiment - Celestia native eco adoption (Converge, Ethereal, others) - monad mainnet - katana growth of tvl & defi - lower fed rates for ethena’s USDe to become attractive again - pudgy penguins further establishing themselves as the face of crypto - maple’s revenue to keep soaring - SOL etf followed by new token etfs this year - rise chain mainnet in Q4 - robinhood chain vs base war - etherfi cash product to 10x revenues - btcfi happening on starknet, hemi, and core - plasma mainnet in Q3 - CLOB wars to continue with GTE, Kuru, Hibachi and others - the slow but steady rise of crypto x ai with sentient, talus, hyperbolic, openledger, nous, prime intellect & more - btc dominance slowing down - korea blockchain week & devconnect in argentina Zoom out & remain bullish, its easier this way.
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