_DXVIII

Think a lot of people are sleeping on $CASHCAT here. Robinhood Chain will have multiple multi-billion dollar cats. Target is higher than BONK / WIF last cycle.

We may be past the first innings, but we're yet to hit the parabolic stage of this RWA supercycle My newsletter saw 30% more views than usual last week + a jump in subscribers... I’m also seeing more non-crypto channels covering tokenized assets (Pokémon cards, stocks + commodities... stuff with fundamental or nostalgic value) Small signals, but familiar assets are starting to pull in a different audience & this gives me more comfort to leave my capital in risk on assets through these mini pullbacks Tokenization is the starting point; every asset brought onchain gives developers another building block for trading, lending, collateral, income strategies + products we haven’t even thought of yet... the early experimentation + innovation with apps around tokenized assets is about to go crazy AI / agentic integration is where I see the potential inflection point; we're seeing this on @ponsdotfamily where the most valuable launched projects are AI related: i) ZZZ ( @ExponentLabs_ ): an AI meme with an eire of mystery: when human administrators started deleting the agents’ messages in alphabetical order, the agents began prefixing their edits with “ZZZ” so they would sort to the bottom of the queue and buy more time... ii) @orbiodotso (onchain inference credit systems) iii) @BundleCatAI (Agentic market making + anti sniper tech) iv) @ubik_gold (24-7 synthetic subconscious)... anyone who was around for the Virtuals trenches would have seen AIXBT explode to 9/10 figs... ... just scratching the surface; smaller projects like @Fab_RWA are showing promise (Mine the companies that made your GPU. Real AI inference and render jobs, paid in tokenized stonks) Imagine describing the portfolio you want and having an agent compare opportunities, execute within your limits and manage tokenized positions without you navigating ten protocols There’s plenty to solve before that works reliably, but the distribution potential is enormous... this could be a cataclysm of the crypto AI boom "round 2" + tokenization of RWAs, and if so, this may be the final "Hail Mary" of a retail supercycle before our edge as cyperpunk crypto enthusiasts closes The audience expands when people can use these products without needing to understand the infrastructure underneath them we saw this first wave with privy etc. but to automatically receive real equity (or commodity) rewards airdropped to your wallet by simply holding a token is a huge unlock; abstracted away by these STONK protocols (like PONS, STONK, STONKEX, FLAP etc) That’s why I’m excited about being (reasonably) early. We’re still discovering what becomes possible when familiar assets become programmable... prices may seem lofty now but many forget how crazy things got the first time round... and this time the tech is a whole lot better The most useful application of this cycle may not have been built yet... if it fair launches, then you have an opportunity to get in sub $1m That alone should be incentive to be paying as much attention as you can

here’s the distribution of $LAPTOP just BEFORE launch notice anything? 👀