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Gm
A long post/ list with the current highlights and some of the main bets, as I subjectively view them, for 2025:
HYPERLIQUID - ecosystem
The token itself is of course a direct reflection of the ecosystem's success, however, at this stage, I wouldn't top blast it just yet although I do think that $HYPER still has some potential upside.
🔻$VAPOR / @vaporwarefun has shown its strength and confirmed my thesis. I think this has tons of upside as the main narrative is obviously AI and it continues to scale. The HL ecosystem has proven itself and its still nascent and an Agent launchpad powered by @ai16zdao crosses loads of green checkmarks in my book;
🔻$PURR I think is a little bit controversial at the moment however that in itself is a signal for me that its worth a shot. HL will no doubt deliver staking and this will positively reflect in the price action.
BASE - ecosystem
Hindsight 20/20 but if you still want ETH in the game as a contender to $SOL , $SUI and $HYPER this is where you look.
🔻$VIRTUALS / @virtuals_io is a no brainer at this point. I think its being overlooked somewhat but the value is there. Not talking about the token itself as I am about the protocol and its utility for on-chain. Great flywheel mechanism, there are already super good tools in place that are in the BETA stage right now such as the Shott platform, similar to photon, bullx etc.
🔻$DGENAI / @DegenAI_0x built by @Daab1rD is an AI, trading quant that basically analyses the trading activity from the Hyperliquid ecosystem. This to me is very, very bullish as it tends towards chain-agnostic AI infrastructure in the making - which let's face it is inevitable at this point.
SOLANA - ecosystem
A very brief mention here as at this point even if you just started to navigate the Web 3.0 world, its likely you are already familiar with the SOL ecosystem, its really in your face.
🔻$MAX / @maxisbuyin_ is an AI agent created by @distilled_AI and also the utility token for @agentsdotland . Basically in order to participate in launches on Agents.land which have a fair distribution mechanism, you have to buy and lock $MAX tokens. There are some more details to it but I hate spoonfeeding.
🔻$AI16Z / @ai16zdao is hands down the main character of this narrative. Unless you have great size at your disposal, I wouldn't really buy anything right now as the R/R is too ambiguous for my taste. However I couldn't finish this list without mentioning it.
In conclusion, there have been, as a of late, some indicators towards the stage of the market that AI in general as a narrative is heading towards which would be a local top. Personally I don't feel like this is the case and I am looking forward towards the mid-latter part of January. Godspeed
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