when we see a new runner when market is static, we tend to see it stall as the rest of the market heats up and there’s repricing.
Do not confuse this with weakness. People chase green candles. After a big run, $giza may need some consolidation around this area. That’s required for a new run. Even most altcoins have barely moved in this ETH pump.
when there’s a new innovator, it will keep attracting flows until it gets exhausted — and we aren’t there yet with everything they have cooking + promising BTC / ETH break outs
Came across this thesis on Agentic Protocols by @goodalexander from April ’24 that I highly recommend reading.
https://t.co/6tRSLAR8oi
It’s still a bit utopian compared to where we currently stand — focused on fully autonomous self-evolving entities that operate without human teams and generate their own cash flow.
But it's clearly the direction we’re heading. We’re already planting the first seeds.
Came across this thesis on Agentic Protocols by @goodalexander from April ’24 that I highly recommend reading.
It’s still a bit utopian compared to where we currently stand — focused on fully autonomous self-evolving entities that operate without human teams and generate their own cash flow.
But it's clearly the direction we’re heading. We’re already planting the first seeds.
The Rise of Agentic Protocols (APs) — the AI trade of 2025
Crypto x AI as of today cannot scale to mainstream adoption. Most are just prompt-based assistants that help you swap, bridge, or execute an onchain action via a conversational prompt, powered by an LLM.
Instead, I envision a future where Agentic Protocols (APs) thrive.
APs are the next natural evolution of Smart Contracts and maintain the DeFi ethos — onchain, verifiable, non-custodial, trustless, permissionless, and fully autonomous.
A world where agents are the protocol, and smart contracts are simply the tools they control, with barely any human input in the loop.
It’s not about replacing buttons with prompts to simplify crypto UX. It’s about agents doing the work for you, or working together with you — at your level.
Agentic Protocols are *performance-driven* (instead of just simplifying UX), and autonomously leverage existing DeFi infrastructure, such as:
• money markets to optimize yield and rebalance across protocols and chains
• perpetual DEXs to farm funding rates on trending tokens, creating customized models adapted to any market environment
• airdrop farms with sophisticated delta-neutral positioning
• trading platforms to execute based on mindshare, exotic social signals, and virality, not just TA indicators
• direct interaction with users on platforms like X, Reddit, or TikTok, enabling headless DeFi interfaces
• dynamic money management using adaptive frameworks that evolve based on how you and the agent interact together — optimizing for your collective behavior and returns over time — you and the agent as a system
I’m bullish on teams building toward this vision, whether at the infrastructure layer or with consumer-facing products.
DeFAI was a good start.
But Agentic Protocols, in my view, are the real wave of AI that will see the early adoption that DeFi saw in 2020.