Agent payments and AI infrastructure make AI crypto one of the strongest early-bull-market narratives. Coinbase's x402 is the clearest signal: agents made 138 million-plus Base transactions, mostly under 10 cents. Bittensor subnets earn outside revenue; Render and Akash supply GPU power; NEAR builds agent rails. Grayscale's AI crypto sector rose 54% in September vs roughly 24% for the broader market. Still early and volatile; rotation may follow if Bitcoin holds a base and the narrative sticks. … Show more

Hedera, NEAR Protocol, Sei, Hyperliquid, Stellar and Internet Computer look like core winners of a future surveillance CBDC finance grid. They should surge as traditional finance implodes under an AI and debt/fiat bubble into a reset, with few retail investors on board. Per @noBScrypto, Hedera is institution-ready, NEAR has fast-growing AI utility, DTCC selected Sei and Stellar for tokenization, Hyperliquid is the top-growing DeFi L1 and Internet Computer runs decentralized AI on-chain. x.com 

Internet Computer's usage claim misleads investors by counting read-only queries and internal messages as transactions. DFINITY advertises 6,000+ TPS against about 0.4 ICP-ledger transfers per second (0.7 across all token ledgers); its own subnet accounts for 31.5% of update executions. Under $7,000 in daily fees and 3,112 daily Internet Identity users contradict the adoption claim. In an investment context this is fraud; enshrining subnets and honest marketing could make ICP a contender. x.com  … Show more

Cloudflare's business outlook looks very bullish, but the stock needs to fall back below $200 before even a small position makes sense. Cloudflare sees a need for a payment processor that can handle millions or tens of millions of transactions per second to support microtransactions on the agentic web, and its recent fireside chat was very bullish. x.com  x.com 

Ether is not worth buying or using until Ethereum fixes its gas fees, which are too high. x.com 

Internet Computer's ICP has zero reason to exist because its company makes no revenue and its network has only 3,870 daily active users. Its transactions appear wash-traded or bot-driven, and the team spent millions on conference marketing to find exit liquidity in 2021-22. ICP has lost 99.9% from its highs. ICP will fall out of the top 100 in 2027-28, as PudgyAmateur predicts. x.com  x.com 

Solana is struggling to sell blockspace, a commodity racing to zero, while heavily diluting holders. At this year's rate, fees come to about $300M against roughly $2.4B of newly minted SOL, and fees are down about 79% year over year amid competition from Ethereum, Base, Hyperliquid, Near and others. SOL is not money either, so neither a profitable-chain nor a monetary-premium bull case holds. Nasdaq earns 17x what Solana does while buying back about twice as much and issuing no shares. x.com  … Show more

XRP's network activity has contracted almost completely since its speculative peak, leaving a fragile market. The 90-day average of total fees fell 91.5%, from 5.9k XRP in February 2025 to 0.5k, a collapse in organic transaction demand. Only 58.5% of supply is in profit, the lowest since November 2024 despite a price about 4x higher, so late buyers dominate. The realized profit-to-loss ratio has sunk to 0.38 from 50 at the 2025 peak, a hallmark of intense capitulation. x.com  x.com 

Low fees on Ethereum's base layer are the cost of growth, and growth is what ETH holders should want now. A huge flow of money and activity already runs through Ethereum's neutral settlement layer, often unseen by users, and it can be monetized whenever the community chooses. Robinhood chose Ethereum not for its fees but for settlement it could trust, and paying only marginal cost is temporary. @ethereumJoseph expects tens of thousands of companies to build on Ethereum over the next 2-3 years. … Show more