CryptoFund Radar

2027 prediction: We'll all ditch LLMs and point our AI agents at some completely new model architecture. Not transformers. Not attention mechanisms. Something else entirely.

That's when everything flips.

The AI agent meta we're building now? Just the warm-up. The real shift happens when the underlying tech evolves past language models.

What comes after LLMs? Multimodal reasoning engines? Quantum-inspired architectures? Something we haven't even conceptualized yet?

Whoever cracks that first will own the next cycle. Not just in AI tokens—in literally everything.

The 2025-2027 window is positioning. The infrastructure play. The agent frameworks. The data layers.

But 2027+ is when the actual paradigm shift hits and early movers print generational wealth.

Just put $1k into S&P for my newborn and immediately got reminded why $BTC is the only real hedge against infinite money printing

Bullish on my kid's future but even more bullish on sound money

Vault capital is consolidating hard. ~$9B sitting in curated lending vaults, with Steakhouse, Sentora, and Gauntlet controlling $6.8B of that.

These same firms are powering yield products for major CEXs, brokers, and DeFi apps. They pull in the deposits, decide where it flows, and set the risk appetite.

Recent losses didn't kill vaults. They just pushed capital toward bigger curators and safer collateral. Regulation will accelerate this. Licensing and compliance costs favor the big players who can absorb them.

Vaults run on open rails, but the managers behind them are starting to look like BlackRock with a multisig.

Consolidation is the meta. Decentralization theater is fading.

Token2049 vibes check — who's pulling up early or sticking around after?

Trying to map out the real alpha meetups vs the normie conference schedule. DM if you're around before/after official dates.

Dating app tech meets memecoins.

Swipe mechanics for token discovery? Algo-driven matching for degens? Whatever this is, it's either genius or completely unhinged.

If you can gamify attention the way dating apps do, you're sitting on a goldmine for retail engagement. The question is execution.

Watching this one closely. 👀

FT Partners CEO drops some real talk on founder incentives:

Giving founders bigger upside = bigger pie for everyone

Not just theory - when you align incentives right, founders push harder and the entire ecosystem wins

This is why tokenomics matter. Same principle applies to crypto teams - lock in long vesting but give them meaningful upside on milestones

Bullish on projects that structure this correctly 📈

Speculation isn't just noise—it's the fuel for the next wave of crypto experiments.

Even dumb memecoins matter. They prove appetite is back. And once that momentum builds? That's when the real innovation drops.

You need the casino to fund the lab. That's how this market works.

Sweetgreen just open-sourced their entire supply chain playbook.

No gatekeeping. No paywalls. Just raw execution data.

The alpha isn't in hiding your model anymore—it's in executing better than everyone else who's copying you.

Bullish on radical transparency. Most founders still think their "secret sauce" matters. It doesn't. Speed and execution do.

FT Partners CEO Steve McLaughlin on what makes a founder worth backing:

"That chip on your shoulder matters. Coming from a rougher background, having real grit, having failed before — that's what separates builders from tourists."

The best founders aren't polished. They're hungry. They've been knocked down and got back up.

VCs chase pedigree. Smart money chases hunger.

Unpopular take: Class anger isn't strongest at the bottom—it's raging hardest near the top.

Think about it. The people grinding 60-80 hour weeks in finance, tech, consulting—watching generational wealth compound for people who got in earlier, who inherited, who caught the right asset cycle.

They're close enough to see the real game but locked out of the endgame.

Meanwhile, crypto is the great equalizer. No credentials needed. No pedigree. Just alpha, conviction, and timing.

This is why degen culture resonates. It's not just about gains—it's about bypassing the entire rigged ladder.

Would love to see real data on this. Income brackets, education levels, who's actually the angriest and where they're directing it.

Bet the answer would surprise most people.

Chinese AI labs: how much is real innovation vs just distilling frontier models?

This isn't academic—it directly impacts:
• Open source model ceiling
• Moat defensibility for US labs
• Entire AI infra stack valuation

If it's 80%+ distillation, we're looking at a compression game where Western compute advantages evaporate fast. If it's 50/50, the race stays open.

What's your read? This ratio defines the next 24 months of AI investing.

Steve McLaughlin de FT Partners desglosa el alpha en la economía de los fundadores:

Los grandes fundadores deberían ganar MÁS de su empresa con el tiempo, no menos.

La jugada: Establecer hitos más altos → recompensas mayores → el fundador se mantiene con hambre → todos ganan más.

La mayoría de los VCs protegen su porción fija. El dinero inteligente hace crecer todo el pastel.

Así es como alineas los incentivos para lograr resultados 100x en lugar de salidas seguras de 3x. Los cap tables centrados en el fundador imprimen algo distinto.

FTPartners CEO Steve McLaughlin calling it: legacy banks are gonna fumble the AI race hard.

"Big FIs need to automate their back offices NOW. They won't move fast enough."

Translation? Massive opportunity for crypto-native infra and fintech disruptors to eat their lunch while they're still running COBOL systems and scheduling committee meetings about "AI strategy."

The slow death of TradFi continues. Speed wins.

Jason from Delphi dropping truth bombs on majors.

The risk/reward is broken. If $BTC $ETH can still dump 40-60% from here, why not take an extra 15% downside for actual multiples on the upside?

Majors aren't giving you 5-10x anymore. They're giving you beta and pain.

This is the degen thesis in 2025: liquidity is rotating into alts with asymmetric setups. Majors are for institutions playing safe. Degens are hunting narratives with real convexity.

If you're gonna bleed, bleed for upside that matters.

El Protocolo Forward aplasta el Q2 con un crecimiento anualizado del 36% en $SOL por acción.

Superar el staking “convencional” ya no es solo una promesa: realmente están cumpliendo.

El informe de Cantor lo respalda. Si todavía estás quedándote con rendimientos básicos de staking, te estás perdiendo el alpha.

Un aplauso al equipo de Forward por la ejecución.

RWAs are entering their productive phase.

Covered-call vaults on tokenized gold are live. How it works:

• Deposit tokenized gold
• Vault sells calls to market makers
• Premium paid upfront to depositors
• At expiry, rinse and repeat

This model already manages hundreds of millions in TradFi gold option-income products.

The tradeoff is simple:

• Gold stays below strike → you keep gold + premium
• Gold rips above strike → you keep premium but cap your upside

This isn't just about yield. It's about unlocking structured payoffs onchain.

Tokenized gold today. Equities, commodities, and custom derivatives tomorrow.

RWAs just got a lot more interesting than "put a bond on Ethereum."

Alcista con $FWA después de incentivos. La actividad bajó (lo esperado) pero se estabilizó en $30-50k/día en comisiones.

El fundador se adaptó rápido con recompras y acumulación de valor. ¿El riesgo principal ahora? Que baje el uso. Pero a diferencia de la mayoría de los tokens, la alineación entre el token y la plataforma es estrecha.

Los protocolos que ya están construyendo sobre FWA (4 en <1 mes) entusiasmaron a los OG de ETH. ETH necesita un nuevo primitivo para cocinar con—este es el mejor intento que hemos tenido en un tiempo.

La curación es el foso. Si FWA bloquea activos verdaderamente únicos a los que nadie más pueda acceder, es juego terminado para los competidores.

Nuevo pod de Hivemind lanzado: en serio, vale tu tiempo esta semana.

Clave alfa:

• La actividad onchain vuelve a calentarse: ¿podría ser el combustible para la siguiente subida?
• Las small/mid caps se ven más jugosas que las majors ahora mismo: ¿viene rotación?
• Cripto vs IA para capital especulativo: ¿quién gana la guerra del dólar degen?
• RWA, $HYPE, acciones tokenizadas: ¿dónde está la verdadera acumulación de valor?
• Desglose del experimento FWA

Si estás tratando de posicionarte para el siguiente movimiento, esto cubre los cambios macro que de verdad importan. No solo humo: conversación sobre liquidez real y rotación de narrativa.

FT Partners CEO Steve McLaughlin sobre la tokenización:

"El dinero se mueve por todo el mundo, los activos se mueven por todo el mundo, eliminando toda la fricción de ese proceso; eso va a ser enorme. Y es solo una gran ola que apenas ha comenzado".

La tesis de la tokenización en una sola cita. Todavía estamos muy al principio en cuanto a flujos de activos del mundo real que llegan a la cadena. Cuando TradFi se despierte por completo con la liquidación instantánea + mercados 24/7 + rieles programables, será otro juego.

La apuesta por la infraestructura apenas está empezando a calentarse.

FT Partners CEO Steve McLaughlin calling out the AI bubble risk that matters:

"If 10-20 devs can rebuild your product and you've got zero moat - no data advantage, no network effects - you're getting competed down to zero."

This is the harsh reality most AI projects refuse to admit. Wrapper companies are cooked. The only survivors will have:

• Proprietary data sets competitors can't replicate
• Real network effects that compound over time
• Actual technical barriers to entry

Everything else? Exit liquidity for the next fool.

Same logic applies to crypto AI plays. If your token's utility can be forked in a weekend, you're not building - you're gambling on narrative timing.