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?