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    "text": "micro thesis opportunities i see in crypto right now\n\ndiminishing returns on perp dexes HL +XYZ still the lead\nVariational as top contender\n> Variational yet to release Swaps & Pro, this will allow for thousands of markets and all sorts of insane derivatives\n> Hypurrs look good here and shoku is one of the top holders: S3 coded\n\ntokens becoming like equities, and equities will be tokenized*\n> best performing tokens will follow revenue meta\n> stocks coming onchain is very bullish\n> global permissionless access /use them as legos across all the infra we built over the years\n\n2026-2027 marks the rise of prop firms\n> regulation keeps pushing exchanges out the back door > new business model emerges and solidifies in their place\n\ntrading will become increasingly automated\n> he who controls the interface controls the universe (this applied to GPT / Claude) \n> agentic trading will increase in popularity\n\nvisionary founder / investor @mickymalka launched ribbita-by-virtuals:native and writes Berkshire style investment letters\n> if everything becomes tokenized, does that include @RibbitCapital investments*\n> if that includes Ribbit investments, will that be placed under autonomous management? 🐸\n\na lot of BTC miners are renting out compute for AI\n> take the btc model and apply it to inference in a way that actually works... what you get is pearl-2:native \n\none 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 \n\nRobinhood is taking Solana's throne \n> bringing spot stocks onchain \n> capturing most users\n> bullish for ETH\n\nstocks will keep functioning as altcoins\n> AI demand is not slowing down but accelerating\n\npre-IPO investing nets you the best returns\n> hardest part is getting into the rounds everybody wants, maybe Ribbit can solve this?",
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    "text": "micro thesis opportunities i see in crypto right now\n\ndiminishing returns on perp dexes HL +XYZ still the lead\nVariational as top contender\n> Variational yet to release Swaps & Pro, this will allow for thousands of markets and all sorts of insane derivatives\n> Hypurrs look good here and shoku is one of the top holders: S3 coded\n\ntokens becoming like equities, and equities will be tokenized*\n> best performing tokens will follow revenue meta\n> stocks coming onchain is very bullish\n> global permissionless access /use them as legos across all the infra we built over the years\n\n2026-2027 marks the rise of prop firms\n> regulation keeps pushing exchanges out the back door > new business model emerges and solidifies in their place\n\ntrading will become increasingly automated\n> he who controls the interface controls the universe (this applied to GPT / Claude) \n> agentic trading will increase in popularity\n\nvisionary founder / investor @mickymalka launched ribbita-by-virtuals:native and writes Berkshire style investment letters\n> if everything becomes tokenized, does that include @RibbitCapital investments*\n> if that includes Ribbit investments, will that be placed under autonomous management? 🐸\n\na lot of BTC miners are renting out compute for AI\n> take the btc model and apply it to inference in a way that actually works... what you get is pearl-2:native \n\none 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 \n\nRobinhood is taking Solana's throne \n> bringing spot stocks onchain \n> capturing most users\n> bullish for ETH\n\nstocks will keep functioning as altcoins\n> AI demand is not slowing down but accelerating\n\npre-IPO investing nets you the best returns\n> hardest part is getting into the rounds everybody wants, maybe Ribbit can solve this?",
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