Endgame time for $ETH? $ETH Dominance is in a free fall since June 2023 and dropped to 7.35% — its lowest since 2020. - At ATH TVL ($144B, 2021), Dominance was ~13% - When dominance hit 22% in 2022, TVL was already down to $90B Interestingly, throughout the ENTIRE Bear Market, $ETH Dominance stayed in the 20% range. Since Q4 2023, TVL has rebounded — but $ETH Dominance keeps falling. In that time, as the market started to overflow with new altcoins, interest in $ETH took a sharp dive—and it's still falling. So far, there's no sign of any comeback.

Just dropped a new Substack on where I think the Crypto AI narrative is heading. The AI agent hype cycle is fading. Many teams still don’t have real products—just wrappers around LLMs and unsustainable / lack of value accrual tokens. Meanwhile, █████ is massively underpriced. In this post, I talk about: • Why the current meta is breaking down • Where I see real value starting to accrue • How I’m rotating & positioning my portfolio If you’ve been watching the space and wondering what’s next—this one’s for you. (Link to NO BS AI Substack on my bio)

⚛️ Project Spotlight - Week 16/2025 ⚛️ Here are 9 handpicked projects you'll want to explore. ➢ @N1Chain ➢ @neutrl_labs ➢ @getoro_xyz ➢ @flashter_io ➢ @get_optimum ➢ @plastic_labs ➢ @Try_Wink ➢ @OpenStateFdn ➢ @rekordag Powered by @arbusai and @getmoni_io Below you will find brief summaries for each. Let's dive in! … — 📌 | N1 ⇢ N1 is a Layer 1 blockchain backed by @foundersfund designed for unrestricted scale and ultra-low latency, featuring impressive performance metrics with 100K+ TPS and sub-millisecond latency that rival centralized systems ⇢ The platform offers multiple development frameworks including NTS (TypeScript-based), NordVM (Rust-based for exchanges), and NX (supporting multiple programming languages), effectively removing traditional blockchain constraints related to performance, compute capabilities, and developer experience … — 📌 | Neutrl ⇢ Neutrl offers market-neutral yields through a synthetic dollar (NUSD) by leveraging OTC market strategies. The platform emphasizes stability and transparency while making private trading strategies accessible … — 📌 | Oro AI ⇢ ORO transforms user data into "digital gold," rewarding individuals for contributing to AI advancement while addressing the growing need for private data as publicly available sources become exhausted. … — 📌 | Flashter ⇢ Flashter combines AI agent and chatbot functionality to create a personalized assistant for users. Built specifically for the @SonicLabs ecosystem with an intelligent agent system … — 📌 | Optimum ⇢ Optimum is the world's first high-performance memory infrastructure for any blockchain. Powered by Random Linear Network Coding (RLNC), Optimum scales L1/L2 speed, robustness and throughput by orders of magnitude, enhancing dapp performance and end-user experience. … — 📌 | Plastic Labs ⇢ Plastic Labs advances its mission to decentralize AI alignment, allowing users to control how their AI is aligned and maintain ownership of their alignment data. ⇢ Plastic Labs has launched early access to @honchodotdev, a hosted platform that adds social cognition to AI agents by combining flexible memory and real-time user insights through a natural language API. ⇢ Honcho enables developers to build adaptive, personalized LLM applications without complex infrastructure by remembering user interactions and inferring preferences. … — 📌 | Wink ⇢ Wink (fka Only1) is a Web3 adult creator platform where creators can interact with their fans and receive payments directly, basically OnlyFans on @Solana. … — 📌 | Open State ⇢ Open State offers scalable yield infrastructure on @berachain through various tokens including $osBGT, $osUSD, $osBTC, and $osETH. ⇢ One of their products is osBGT, which is described as a "BGT LST aggregator" that is fully collateralized by various BGT LSTs (Liquid Staking Tokens) held under its PSMs (Peg Stability Modules). At launch, osBGT was 100% backed by @InfraredFinance's iBGT powered by @origami_fi 's oriBGT … — 📌 | Rekord ⇢ Rekord is a data management platform that provides tamper-proof, verifiable data solutions for businesses. It functions as a "Verifiable Data Standard" that addresses problems such as data tampering, compliance burdens, and auditing inefficiencies.