Everyone's scared right now. That's usually when the next cycle's biggest winners are sitting there cheap. By the time ppl start shilling again, most of the move is already gone.…
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Everyone's scared right now. That's usually when the next cycle's biggest winners are sitting there cheap. By the time ppl start shilling again, most of the move is already gone. Here are the 5 nar…
Everyone's scared right now. That's usually when the next cycle's biggest winners are sitting there cheap. By the time ppl start shilling again, most of the move is already gone. Here are the 5 narratives I'm watching before the markets pump: 1. AI Inference Every time someone uses Claude or an AI agent, somebody pays for the computing power behind it. That's inference. As agents do more work on their own, that bill keeps getting bigger. Some crypto projects already let people buy or access that compute through their tokens. I'd check two things. Are there real paying customers? And does that demand actually flow back to the token? • $VVV $ORBIO 2. Proof of Useful Work / AI Compute Bitcoin miners burn a huge amount of computing power just to secure the network. Pearl and Nockchain are betting the same kind of hardware can do useful work (AI models, ZK proofs) and still earn rewards. Bittensor goes broader and pays people for useful AI contributions. The catch is that a network can have thousands of GPUs running with nobody actually paying to use them. So the number I care about is revenue from real customers vs rewards paid by printing new tokens. • $PEARL $NOCK $TAO 3. Privacy Right now anyone can look up a wallet and see the savings in it and every payment it's ever made. Businesses and AI agents aren't gonna move serious money on rails like that. Zcash and Monero already do private payments. Newer projects are building private apps and smart contracts. The obvious risk is regulators. Honestly, I don't have a clean answer to that one. So I'd trust usage over headlines. That means growth in private transactions and apps that really need privacy to work. • $ZEC $XMR $NIGHT 4. Quantum Resistance Quantum computers may one day break the cryptography that protects most crypto wallets. And you can't upgrade a whole blockchain overnight. The interesting part is that networks are already taking different routes. NEAR added quantum-safe signatures (ML-DSA) to mainnet in July. Starknet is aiming to be fully quantum resistant by 2027. Quantus launched in September with quantum-resistant signatures from day one. I'm honestly not sure on timing here. So I'd only care which upgrades are actually live, and whether any of it creates demand for the token. • $QTC $NEAR $STRK 5. Revenue & Buybacks The part most people still skip is doing the m
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