Cam

@Marczeller It’s also market maturity. Fewer quick wins means less hype (which can feel like weaker sentiment), but it actually signals a shift toward long-term value creation.

I feel like the current phase of the cycle is interesting, and mostly defined by fatigue. It’s not 2018, with the slow bleed after most ICOs turned out to be scams and no real use case had been proven. It’s not 2021 either, with existential fear after the major collapses (3AC, Celsius, FTX). This time it’s just fatigue. There’s other “cool” stuff around. Every builder I know is more excited by AI than by anything we’ve shipped in the past 18 months. DeFi 1.0 is getting re-centralized by founders who aren’t afraid of the SEC anymore, and token holders suffer from it (Sky, Aave). Most TGEs failed because valuations were predatory, and pre-markets plus farming killed the golden goose. Retail got slaughtered in memecoins, stayed away from fundamentals plays this cycle, and didn’t make money. Other markets outperformed too (real gold did better than “digital gold”). And we just can’t pretend to care about yet another high-TPS L2 or L1. We’re also seeing a reshuffle in teams. Some builders leave, some teams get leaner as runway dries out, and raising is harder in this setup. It might look grim, but I’m optimistic for what comes next. Stablecoins and DeFi are the obvious value rails for AI agents: park idle balances, earn yield, borrow when they need working capital, and pay for services programmatically. We’re already seeing early building blocks in that direction, such as x402, and protocols like Aave will become the balance sheet layer behind it. A new era is starting, and it’s genuinely exciting to me. Just use Aave

Just published a new article on Medium exploring the next major unlock for crypto - digital identity - and why it matters more as AI and onchain activity scale. Check it out 👇 @camsantry1/why-digital-identity-is-the-next-billion-dollar-layer-of-the-internet-dac86245e194" target="_blank" rel="nofollow noopener">medium.com/@camsantry1/wh…

@ripeth Neither will die and you’re right, with so much now built on ETH it’s approaching a too big to fail status

there’s a higher chance of Bitcoin dying than Ethereum Bitcoin is an asset Ethereum is the new financial system $170B stablecoins · $70B DeFi TVL · $16B RWAs these are here to stay. the world’s largest institutions are building on Ethereum. there’s no stronger confirmation

Just published a new article! Inspired by the incredible projects at last week's @OVioHQ Ascent Showcase, I explore The Post Web, where AI agents become the internet’s primary users. Thanks to @mattyboomboom and the Ascent team for hosting! Read here: @camsantry1/the-post-web-era-where-ai-agents-run-the-internet-so-we-dont-have-to-f8b507baf385" target="_blank" rel="nofollow noopener">medium.com/@camsantry1/th…

@awrigh01 Been happening for years, IG pages used to post calendars with ‘top memes of each month’ - now they’d need to be daily

Ghibli grew and decayed as fast as a memecoin. Are we entering into the memecoinification of culture?

@awrigh01 DePIN will be added to this list in years to come

Only four use cases brought in durable new users into crypto: stablecoins, DeFi, NFTs, and ICOs. All expanded the pie, attracted new users, unlocked fresh opportunities, and created genuine growth. These use cases work -- it's time to double down on them.

@wijuwiju0x Agreed - excited for my interface feed to evolve into a stream of fundamentals-focused trades rather than memecoin spam over the coming year too

Interface is the most powerful tool to surf coins on the internet.

Happy Saturday! ☀️ Just published a new article on Medium exploring how @Amplifi_Fi is redefining personal finance - making DeFi accessible to all and potentially bridging the gap between Web2 and Web3. Check it out: @camsantry1/beyond-banks-how-amplifi-finance-could-redefine-saving-investing-2299c5ae0463" target="_blank" rel="nofollow noopener">medium.com/@camsantry1/be…

Hey, I just published an article on Medium exploring how @projectzero2050 and @fuseenergy are using crypto to revolutionize energy markets and accelerate the net-zero transition. Check it out: @camsantry1/project-zero-how-crypto-can-power-the-green-energy-revolution-a86817d135a0" target="_blank" rel="nofollow noopener">medium.com/@camsantry1/pr… ⚡️🌍