Some interesting narratives I'm watching:
- Hyperliquid + HyperEVM ecosystem
- Bittensor + dTAO / subnet ecosystem
- Decentralized AI training & inference
- ZK-powered verification infra (e.g. zkTLS)
- Utility agents that provide value (incl. DeFAI)
- InfoFi (Cookies, Kaito, Noise, Ethos, ProjectX)
- AI-native blockchains
- Verifiable & tokenized data
- Real-time execution layers (e.g. MegaETH)
- More expressivity on execution layer (WASM / RISC-V)
- RWAs / Tokenization
What else?