#Cryptos ⧯ #Trading ⧯ #Investments ⧯ [Tweets are not financial advice, ideas are solely for paper trading | no clue about risk management ➛ don't follow me]
inside the ledger
Joined November 2018
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"AI in particular will need both more blockspace and lower latency than even a greatly scaled L1 can offer"
So the L2s surviving and thriving will do exactly that. $METIS has started building this 2 years ago and is rolling it out now.
Do I need to spell this out for you?
- AI narrative
- Vitaliks mum (meme)
- utility narrative
- agent to agent payment (x402)
- zk narrative
- ETH szn narrative
- etc etc
At $25M mcap
Have been following reactions to what I said about L2s about 1.5 days ago.
One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a 1 week delay" is to infra what forking Compound is to governance - something we've done far too much for far too long, because we got comfortable, and which has sapped our imagination and put us in a dead end.
If you make an EVM chain *without* an optimistic bridge to Ethereum (aka an alt L1), that's even worse. We don't friggin need more copypasta EVM chains, and we definitely don't need even more L1s. L1 is scaling and is going to bring lots of EVM blockspace - not infinite (AIs in particular will need both more blockspace and lower latency than even a greatly scaled L1 can offer), but lots.
Build something that brings something new to the table. I gave a few examples: privacy, app-specific efficiency, ultra-low latency, but my list is surely very incomplete.
A second important thing that I believe is: regarding "connection to Ethereum", vibes need to match substance.
I personally am a fan of many of the things that can be called "app chains". For example I think there's a large chance that the optimal architecture for prediction markets is something like: the market gets issued and resolved on L1, user accounts are on L1, but trading happens on some based rollup or other L2-like system, where the execution reads the L1 to verify signatures and markets. I like architectures where deep connection to L1 is first-class, and not an afterthought ("we're pretty much a separate chain, but oh yeah, we have a bridge, and ok fine let's put 1-2 devs to get it to stage 1 so the l2beat people will put a green checkmark on it so vitalik likes us").
The other extreme of "app chain", eg. the version where you convince some government registry, or social media platform, or gaming thing, to start putting merkle roots of its database, with STARKs that prove every update was authorized and signed and executed according to a pre-committed algorithm, onchain, is also reasonable - this is what makes the most sense to me in terms of "institutional L2s". It's obviously not Ethereum, not credibly neutral and not trustless - the operator can always just choose to say "we're switching to a different version with different rules now". But it would enable verifiable algorithmic transparency, a property that many of us would love to see in government, social media algorithms or wherever else, and it may enable economic activity that would otherwise not be possible.
I think if you're the first thing, it's valid and great to call yourself an Ethereum application - it can't survive without Ethereum even technologically, it maximizes interoperability and composability with other Ethereum applications.
If you're the second thing, then you're not Ethereum, but you are (i) bringing humanity more algorithmic transparency and trust minimization, so you're pursuing a similar vision, and (ii) depending on details probably synergistic with Ethereum. So you should just say those things directly!
Basically:
1. Do something that brings something actually new to the table.
2. Vibes should match substance - the degree of connection to Ethereum in your public image should reflect the degree of connection to Ethereum that your thing has in reality.
Crazy candle on $METIS yesterday.
When it pumps, it pumps. 2x in a couple of hours.
I hope this is the start of a new uptrend.
They've also just got @nansen_ai as a sequencer, so things looking good here.
Plebonacci retweeted
Why AI Needs Blockchains
AI systems today rely heavily on centralized infrastructure.
Metis combines blockchain primitives with AI infrastructure to enable:
• Verifiable execution
• Transparent data provenance
• Programmable economic incentives
Together, these allow AI agents to operate in open, trustless digital economies.
Exiting $CC here cause of price action. Good downside protection and decoupled from the market but at least in the last weeks it looked like it's decoupled from upside moves as well.
Not gonna risk it not pumping with the rest. Only a good decision if market goes up though.
Here's the thing with $METIS.
Memory for agents is coming up just now as a new thing with several tokens that are getting pushed, while it was already solved a year ago with Metis data anchoring tokens.
They were so early with this that noone cared back then and it's completely under the radar now. Not only solved the memory issue, but you can trade the memory.
The next runs will involve everything that has to do with agent infrastructure.
Shill me any interesting agentic low / microcap.
My bets are:
$METIS - they solved memory for agents, x402 rails and eip8004, Hyperion mainnet coming
$TIBBIR - if this plays out incl. Visa their connections alone are enough to make it pump
just added $VALEO - x402 microcap on Solana - high risk until we know more, don't put much in if you do
Looks like risk on season might begin soon.
With Iran almost out of the way there's not much left to hold it back.
Clarity act next, metals too high for retail to buy in, relevant stocks too high, liquidity coming in...
Crypto will be next. These prices will look silly in a year from now. Dilution is also a non issue cause for an alt szn liquidity just needs to flow into the top 100-200 as it always did.
Added some $LIT here.
Maybe not in the same league yet, but mcap looks really good compared to Hype and Aster.
If you think about it in more detail:
We now have a group that's more matured than before and we still have dumb money that'll come in. What will the dumb money be influenced by?
Same as before, stuff that you don't need to think about too much like memes and whatever their favourite influencer + their social circle tells them.
So a general alt season with everything moving up is still on the table just for that reason. Influencers will rotate through any coin to extract money - once enough have moved up a consensus of a general alt season might be there and you'd be stupid not to bet on the ones that haven't moved.
That's the big question now.
Will it or will it not? I tend to agree here that it'll be a lot more selective cause buyers have matured.
Coins like Aave etc have realized that you have to cater to investors now and changed tokenomics accordingly.
The best bets will probably be a combination of
i) right sector/narrative
ii) coins within that sector that have both fundamentals + ability to market it
iii) active community that shills it
That's the big question now.
Will it or will it not? I tend to agree here that it'll be a lot more selective cause buyers have matured.
Coins like Aave etc have realized that you have to cater to investors now and changed tokenomics accordingly.
The best bets will probably be a combination of
i) right sector/narrative
ii) coins within that sector that have both fundamentals + ability to market it
iii) active community that shills it
Looks like one of the biggest and most persistent communities for mid/lowcap this cycle might be $TIBBIR so I got a bag.
They'll shill it like there's no tomorrow.
Alts have been strong during the last BTC dips.
Watch CT turning from doomers into shilling again in an instant like everyone has a bipolar disorder.
On that note it's probably a good idea to look at coins with strong upside reactions now. Buyers will be more picky than ever before and some coins will be left in the dust even in a bull.
Yeah this is now like 2023 before the 2nd run up.
They keep building and shipping throughout the bear and they're doing exactly what Vitalik just said will be the L2 winner.
They just released a whole agent infra on Metis.
Plebonacci retweeted
Most L2s are still chasing liquidity, but Metis built an economy.
• AI-native gas.
• Onchain GPT infra.
• Tokenized AI outputs.
• Real users. Real txs.
This is execution at the protocol level. Ethereum’s AI layer is already live.
In 2025, @MetisL2 focused on building a unified stack for the AI economy:
🟢 46.5K avg daily txns
🟢 10.6K daily active users
🟢 Onchain AI infra live
🟢 Gaming + DeFi + GPT agents in production
Here’s how Metis is scaling AI on Ethereum. A thread🧵
These things will become very common in the next years once people run out of money.
Better not have too much on cexes cause most likely scenario is customer service with access rattng out on portfolios and addresses.
Same for wallets used for funding crypto credit cards.
We're learning of the first crypto wrench attack in the United States this year - this one in Scottsdale, Arizona.
Police arrested two teenagers seeking $66 million in crypto. They posed as delivery drivers before tying up a family.
Uniquely, police believe the two attackers were coerced into conducting the attack by unknown individuals.
fox10phoenix.com/news/target…