Areas I'm excited about: 1) Non-USD stablecoins – onchain FX is the holy grail and liquidity for non-USD stablecoins is the bottleneck. Most teams here are too crypto-native, want to see someone take the Circle/Tether regulated route 2) Equity/RWA perps – perps are better financial instrument than options and futures in almost every way. Eventually they will be the most traded derivative in tradfi

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Who are the largest LPs in DeFi lending protocols like Aave, Morpho, Compound, Euler?

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Update 4 months later: - Prediction market for X category on Y chain - Stablecoin orchestration/cross-border payments - DeFi on Hyperliquid - Onchain AI training data broker What else?

Name & Symbol: TaleX ($X)
Address: 0x0510101ec6c49d24ed911f0011e22a0d697ee776

Crypto isn't going through a personality crisis. It's just growing up. The tension between “crypto-native” and “crypto-adjacent” isn’t a battle for the soul of the industry. It’s a sign of maturation. Every new platform starts this way: a small group of power users pushes the limits, funds the infrastructure, and creates the conditions for the rest of the world to show up. @Polymarket's top 196 users (top 0.06%) drive half the volume. Their bets build the trust layer for casual users to lean on. @farcaster_xyz's early adopters pay to mint, build clients, and experiment with onchain UX so new users and crypto-curious can scroll in peace. @blackbird_xyz hides token plumbing behind better restaurant rewards. These aren’t edge cases. This is how scale works. And the shift from cowboy founders to commercial ones? It’s not a replacement. It’s a merge. The builders winning right now aren’t web2 devs adding token wrappers. They’re the ones who grok crypto’s technical unlocks and know how to ship them through familiar distribution rails. @chippedsocial turns your manicure into a social rewards system, letting you tap to share your profile, earn points for making connections, and redeem them for real-world perks. @zora makes NFTs disappear for the end user by understanding the culture deeply enough to abstract it.

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69

What are the best MOIC seed investments for projects started after FTX? Ethena, Pump, Movement, EtherFi, Story, Grass, Sahara AI, Lagrange. What else?

Name & Symbol: Sahara AI ($SAHARA)
Address: 0xfdffb411c4a70aa7c95d5c981a6fb4da867e1111

What are the best MOIC seed investments for projects started after FTX? Ethena, Pump, Movement, EtherFi, Story, Grass, Sahara AI, Lagrange. What else?

Name & Symbol: Grass ($GRASS)
Address: Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs

What are the best MOIC seed investments for projects started after FTX? Ethena, Pump, Movement, EtherFi, Story, Grass, Sahara AI, Lagrange. What else?

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

What are the best MOIC seed investments for projects started after FTX? Ethena, Pump, Movement, EtherFi, Story, Grass, Sahara AI, Lagrange. What else?

Name & Symbol: Lagrange ($LA)
Address: 0x389ad4bb96d0d6ee5b6ef0efaf4b7db0ba2e02a0