From Singular Logic to Pluralistic Systems. As we build complex AI, we must move from seeking one "correct" model to managing a multiverse of conflicting but internally consistent logical frameworks.
Audit for Incompleteness. When designing protocols, identify the "independent" variables that your system cannot prove or settle internally.
Truth is bigger than code. Over the next year, the winners will be those who stop trying to "solve" the universe and start navigating the multiverse of possible truths.
Outcome-Based Intelligence. We are moving from AI as a Service to AI as an Outcome where value is tied to results rather than usage.
Target Non-Public Data. Build applications in sectors like law or lending where the most valuable data is private and un-crawlable.
The next two years will separate companies that use AI to save pennies from those that use AI to capture entire markets through autonomous systems and proprietary data loops.
The transition from stateless chat interfaces to stateful, personalized agents that learn from every interaction.
Prioritize memory. If you are building an application, treat state management and continual learning as your core technical moat to prevent user churn.
Stop chasing clones of existing apps for reinforcement learning. Use real-world logs and traces to build models that solve actual engineering friction.
The Macro Pivot: Intelligence is moving from a scarce resource to a commodity where the primary differentiator is the cost per task rather than raw model size.
The Tactical Edge: Prioritize building on models that demonstrate high token efficiency to ensure your agentic workflows remain profitable as complexity grows.
The Bottom Line: The next year will be defined by the systems vs. models tension. Success belongs to those who can engineer the environment as effectively as the algorithm.
Lowering Entry Barriers: Galxe's "learn, explore, earn" model makes crypto accessible by allowing users to earn their first tokens, fostering organic community growth for projects.
Privacy-Preserving Verification: The adoption of Zero-Knowledge Proofs for quests and identity is key to building user trust and enabling verifiable on-chain activity without compromising personal data.
Integrated Infrastructure: By developing its own L1, Gravity Chain, Galxe aims to provide a seamless, high-performance experience, tackling cross-chain friction and offering a robust platform for dApps and users.
Leverage Kills: Excessive open interest relative to price movement is a clearer warning sign than funding rates alone; avoid getting over-levered at market highs.
Perps are the Future: Perpetual swaps are a superior financial product for speculation and could see explosive growth, with crypto platforms leading the charge if US regulation permits.
Buy the Geopolitical Dip (Wisely): Bitcoin often dips on geopolitical scares but rallies on subsequent government stimulus, presenting strategic entry points.
L1 Valuation is Evolving: Investors are moving beyond simple metrics, seeking frameworks that capture both transactional utility (REV) and monetary premium (RSOV).
The "Money" Angle is Key: Understanding L1 tokens as emerging forms of non-sovereign money, with value driven by capital flows and store-of-value properties, is critical for long-term investment theses.
Focus on Real Yield Drivers: For investors, analyzing how L1s plan to capture value from contentious state (e.g., sequencing fees) is crucial, as this will be a durable source of real yield and token demand.
Bitcoin's Bull Run is Just Starting: Driven by broad adoption and macro uncertainty, Bitcoin has hit "escape velocity" with significant upside potential.
Regulatory Winds Have Shifted: The impending Genius Act and a more crypto-friendly SEC are set to unleash a wave of innovation and institutional participation.
Tokenization & AI are Converging: The tokenization of real-world assets, especially equities, and the build-out of AI infrastructure (often by crypto-related entities) are major growth vectors.
**Infrastructure is the New Frontier:** Prioritize crypto ventures using blockchain as a foundational layer to innovate and compete with Web2, moving beyond purely crypto-centric applications.
**Solve Real Problems, Not Chase Hypotheses:** True PMF stems from addressing tangible user pain points; market creation is often a byproduct of successful problem-solving, not an initial goal.
**Large Markets Fuel Pivots:** While a sharp focus is vital, building within a substantial market provides the necessary runway and adjacent opportunities critical for navigating the path to PMF.
UX is King: Seamless, integrated user experiences (like Hyperliquid's or a desired "Robin Hood for crypto") will win, as fragmentation (EVM L2s) breeds user frustration and churn.
Solana's Ascent: Alpenlow’s 150ms finality and zero voting costs significantly enhance Solana's competitive edge, driven by an "underdog" culture of relentless improvement.
ETH's Identity Search: Ethereum needs decisive leadership and a unified technical/narrative strategy to counter fragmentation and challengers; price pressure often serves as its main catalyst for action.
