Banks onchain. Exchanges launching L1s. AI agents joining the economy.
The infrastructure war is heating up and most won't survive the next 18 months.
$METAL positioning play: Metallicus is betting on modular infra + AI-native rails while everyone else chases the same tired L2 playbook.
Episode 37 breaks down who's actually building vs who's just farming narrative.
PulseVM + MetalBlockchain thesis = worth a look if you're not just aping memes.
The infrastructure war is heating up and most won't survive the next 18 months.
$METAL positioning play: Metallicus is betting on modular infra + AI-native rails while everyone else chases the same tired L2 playbook.
Episode 37 breaks down who's actually building vs who's just farming narrative.
PulseVM + MetalBlockchain thesis = worth a look if you're not just aping memes.