VIRTUAL is consistently taking the next step of letting AI agents help people make money, the theme the next cycle could revolve around. Virtuals launched Virtuals App in closed beta, a personal AI with a wallet and market access that lets users research and put money to work inside group chats, a new development compared with the first cycle. How well it performs remains to be seen. x.com  x.com  x.com  x.com 

Tokens with real value capture, disciplined supply, usage-driven demand and holder alignment are worth owning; narrative tokens without them are tactical trades. Bitcoin and Ethereum stay the core, with Aave, Pendle, Bittensor and Virtuals also held; Virtuals is a higher-conviction AI pick at the center of a growing agent economy, though its value capture must improve. Arbitrum, Sui, Avalanche, Chainlink and Uniswap act like leveraged beta, with no floor when liquidity leaves. x.com 

Base's second wave was exponentially bigger than its first, suggesting a similar surge could lie ahead for Robinhood Chain's large-cap coins. TOSHI went from $50M to over $1B and VIRTUALS from $30M to over $3B; expect AI, PONS and CASHCAT to do something similar. x.com 

Crypto's next cycle will be won by protocols with real users, revenue and utility that merge trading, banking, AI and cloud into one ecosystem. Hyperliquid has $1.06B of annualized fees, with HIP-3 adding stock perps and commodities; Aave holds $13.1B TVL; Chainlink secures $30.6B; Ondo brings treasuries on-chain. Ethena, Pendle, Maple, Bittensor, Virtuals, io.net, EigenLayer, Wormhole and Arbitrum round out the rails, though Ethena must survive weak funding and EigenLayer needs lasting revenue. … Show more

WAGMI is rising quietly on Hyperliquid's spot order-book market, which most traders ignore because it doesn't feel alive, and that neglect is the opportunity. It holds crypto's most legendary ticker, the only WAGMI that will ever exist on Hyperliquid, and grows through community rather than paid promotion. It sat near a $200,000 floor for three years and its X account just restarted, so it is day one. Moves like this happen slowly, then all at once. x.com  x.com 

Uniswap owns spot liquidity on the two-week-old Robinhood Chain, making UNI an early winner from the chain's growth. It handled 99.1% of the chain's $5.57B in 30-day DEX volume and generated $26.8M in fees, with no real second place. Tokens benefit mostly through buybacks and burns. Other ways in are Lighter, Robinhood's chosen perpetuals venue; PONS and Flap as the leading launchpads; and Virtuals as the chain's agent layer. x.com  x.com