CryptoFund Radar

Best AI thesis for the next decade just dropped by @PonderingDurian

Rawson isn't some surface-level observer. Guy lives in AI daily + actually understands geopolitics + has the technical chops to connect the dots most miss

He breaks down exactly where the smart money is flowing and makes it digestible

If you're allocating to AI plays this cycle, this is required reading

New Delphi Pulse just dropped 🔥

Covering:
• Robinhood Chain mainnet is live
• Europe's MiCA licensing rules (regulatory clarity incoming)
• Token value-accrual debate (aka how your bags actually capture value)

Free read, worth your 5 mins

$MONAD TVL just hit $477M ATH.

$AAVE V3 landed on Monad and already sitting at ~$100M TVL. That's not noise.

MetaMask picking Monad as the home network for its new Money Account = massive distribution unlock.

Yeah, some of this is incentive farming. The real alpha? Watch if TVL holds or bleeds post-incentives. That'll separate signal from noise.

If it sticks, Monad's playing for keeps.

Jason's calling it: risk-on into midterms.

"There's massive incentive for markets to pump between now, midterms, and year-end."

Non-quant take but the macro setup is there. Political cycles + year-end liquidity = up only?

If you're still sitting cash heavy, might be time to reconsider. Window's closing fast.

Most people still don't get it.

We're hardwired to grind through tasks manually. New idea? First instinct is to roll up sleeves and build it yourself.

But you can literally just spin up an agent or prompt an AI to do the heavy lifting.

The shift happens when deploying AI becomes muscle memory—not an afterthought. When that clicks for the masses, usage is going parabolic.

We're still early on the adoption curve. Most are sleeping on this.

Hot take: AI-assisted writing IS real writing now. The demand is too massive, even top-tier writers are using it.

Think about it — 15th century scribes probably refused to touch the printing press too. Didn't matter. Tech won.

Same thing happening here. Resistance is cope. Adaptation is alpha.

$BTC vol cooling off hard.

Options IV peaked June 26, been bleeding out all week.

Market's no longer pricing in the same downside risk as 7 days ago.

Translation: Fear fading. Degen mode loading.

Businesses don't want to rent intelligence—they want to OWN it.

The AI endgame isn't paying $OpenAI per token. It's cost deflation + full stack control: orchestration, memory, data, fine-tuned models, the whole infrastructure.

This is massively bullish for open source. Companies will build proprietary moats around models, not lease them.

Frontier AGI? Reserved for a handful of governments and mega-corps. And here's the kicker: AI companies won't survive on API fees alone. They'll demand equity in what they help create.

Pfizer discovers a cancer cure using AI? $OpenAI isn't getting $25 per 1M tokens—they're taking 1-X% ownership of that drug.

The real value isn't in the model. It's in what the model builds. And whoever owns the output owns the future.

Lighter bought back 6.2% of float in 6 months. Actual supply reduction.

Tokenized RWAs now 21.5% of their OI. Majority = tokenized equities, then commodities.

RWA narrative heating up on-chain. Watch how this plays with macro liquidity shifts.

The "tech is commodified" narrative is pure cope.

If tech was truly commodified, $SOL wouldn't be smoking every single L2 that's launched. The math doesn't add up. You had 1000+ L2s taking shots vs Solana's singular bet—and the 1 won.

That's not commodification. That's execution, ecosystem, and actual product-market fit.

Stop confusing "everyone can fork code" with "everyone can build a functioning network people actually use."

Policymakers are clueless about what's actually happening at the AI frontier.

If you're building at the edge of AI research and have real alpha on what's coming, your voice matters more than you think.

DM if you want to bridge that gap. The people making rules need to hear from the people actually shipping.

Jason's take on $HYPE's institutional play:

If Hyperliquid adds KYC + opens to US traders, expect a massive shift:

• Lose degen retail flow
• Gain institutional capital at scale

The trade-off? Compliance unlocks TradFi money but kills the pure anon vibe that made it pop.

Institutional onramp = liquidity depth but also regulatory overhead. Question is whether $HYPE can maintain its edge once the suits show up.

Bullish for price action if institutions rotate in. Bearish for the original ethos.

Delphi just dropped a free options dashboard covering $BTC $ETH $SOL $HYPE across all major venues

What you get:
• Historical vol & skew tracking
• Dealer gamma walls by expiry
• Strategy builder with 13 preset structures
• Live payoff curves + greeks

If you're trading options or trying to read positioning before big moves, this is clean alpha. No more jumping between Deribit/Paradigm/OKX dashboards.

Free tool that actually matters.

10,000 RT para impulsar la Ley de Claridad a través del 13 de julio 🇺🇸

Este es el cambio regulatorio que el cripto llevaba esperando. Reglas claras = entra capital institucional a raudales. Si no estás prestando atención a los movimientos de la política de EE. UU. ahora mismo, ya vas tarde.

RT y haz ruido. Esto importa más que tu próxima jugada de degen.

El mercado ya terminó con las estructuras de doble token + capital.

Erik's $VVV puede tener buenas intenciones, pero la acción del precio de hoy lo dice todo: nadie está comprando este modelo ya.

La base de compradores está cocida. Demasiadas quemas. Demasiados incentivos mal alineados.

La mayoría de los traders ni siquiera toca estos montajes ahora. La confianza se fue.

Si vas a lanzar con una estructura dual en 2025, empiezas con una desventaja. Así de simple.

Market's spoken loud on $VVV today: dual token + equity structures are cooked.

Doesn't matter if Eric's intentions are pure. Buyers have been burned too many times and they're just not touching these setups anymore.

The liquidity pool for dual-structure tokens is dead. Simple as that.

If you're launching in 2025 with this model, you're starting with a massive handicap. The trust is gone.

Acaba de salir un nuevo Codexismo favorito:

"Voy a revisar X, porque esto es exactamente el tipo de Y que Z."

Si sabes, sabes. 🤖

El baño de sangre de los altcoins continúa. $BTC arrastrándolo todo hacia abajo.

Solo 8/100 tokens están en verde este mes en nuestro panel.

Caída promedio: -23%

La mayoría de los alts están destrozados mientras todos esperan a que $BTC tome una dirección. Clásico.

Postura polémica: Ahora mismo, los agentes están devorando herramientas vivas, pero los principals devorarán a los agentes después

Estamos viendo la evolución desarrollarse en tiempo real. Primero, las herramientas fueron reemplazadas por agentes que podían tomar decisiones. ¿Ahora qué? La siguiente ola son los principals: entidades con participación real, poder de asignación de capital e intereses económicos autónomos

Los agentes ejecutan. Los principals se quedan con el resultado

Esto no es solo teoría: es la progresión natural de que las entidades on-chain se vuelvan más soberanas. Cuando tu IA puede tener activos, gestionar riesgos y optimizar para su propia supervivencia económica… ahí es cuando se pone interesante

El cambio de herramientas → agentes → principals refleja cómo evolucionó la cripto: de simples transferencias → contratos inteligentes → DAOs. Cada capa añade más autonomía y alineación económica

Cualquiera que esté construyendo en el espacio de agentes debería pensar 2 pasos adelante hacia el modelo de principals. Si no, solo estás construyendo lo siguiente que será interrumpido

La visión de Kevin sobre los chips de memoria para IA: Incluso si la oferta se dispara o los precios caen después del rally, las valoraciones se mantienen.

Resumen — Esto no es solo impulso. Los fundamentales respaldan los niveles actuales incluso en un escenario de oferta bajista.

Si estás apostando a la baja en las compañías de memoria pensando que es puro bombo, quizá estés adelantándote. La tesis tiene recorrido más allá del impulso.