Axilo

micro thesis opportunities i see in crypto right now diminishing returns on perp dexes HL +XYZ still the lead Variational as top contender > Variational yet to release Swaps & Pro, this will allow for thousands of markets and all sorts of insane derivatives > Hypurrs look good here and shoku is one of the top holders: S3 coded tokens becoming like equities, and equities will be tokenized* > best performing tokens will follow revenue meta > stocks coming onchain is very bullish > global permissionless access /use them as legos across all the infra we built over the years 2026-2027 marks the rise of prop firms > regulation keeps pushing exchanges out the back door > new business model emerges and solidifies in their place trading will become increasingly automated > he who controls the interface controls the universe (this applied to GPT / Claude) > agentic trading will increase in popularity visionary founder / investor @mickymalka launched ribbita-by-virtuals:native and writes Berkshire style investment letters > if everything becomes tokenized, does that include @RibbitCapital investments* > if that includes Ribbit investments, will that be placed under autonomous management? 🐸 a lot of BTC miners are renting out compute for AI > take the btc model and apply it to inference in a way that actually works... what you get is pearl-2:native one of crypto's core innovations has always been incentive mechanisms that align participants globally. there's a couple more protocols doing that very uniquely: base:0x0c03ce270b4826ec62e7dd007f0b716068639f7b base:0x9b5e262cf9bb04869ab40b19af91d2dc85761722 Robinhood is taking Solana's throne > bringing spot stocks onchain > capturing most users > bullish for ETH stocks will keep functioning as altcoins > AI demand is not slowing down but accelerating pre-IPO investing nets you the best returns > hardest part is getting into the rounds everybody wants, maybe Ribbit can solve this?

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