Tokenized Access - The industry is observing increased use cases for token gating beyond just community building, with examples like Backroom launching on Base for friendtech-style keys providing access to AI-curated alpha channels [1] - The industry is exploring value-add tokenization and unique spins on access control, exemplified by TimeFun's pay-to-play access model [2] Decentralized Finance (DeFi) - The industry focuses on aggregators/LP spots, potentially viewing Project X as a major protocol in the space [2] - The industry anticipates DeFi becoming as ubiquitous as smartphones or the internet within the decade, focusing on "obscured" or "everyday" DeFi [2] - The industry is interested in companies building rails to bring DeFi benefits to everyone without requiring crypto knowledge [3] Artificial Intelligence (AI) Tooling - The industry believes that a ChatGPT moment is rapidly approaching for various AI tools, with coding potentially already there and video generation soon to follow [3] - The industry notes the rapid acceleration in AI video generation, with tools like Grok Imagine, Veo, Gemini, and Everlyn challenging incumbents to drive down costs and increase generation speed [4] - The industry highlights the progress from struggling to generate still images with stable diffusion to near-instant, believable animation and video generation in under 3 years [3][4] Launchpad Dynamics - The industry observes Alon's strategic timing in launchpad activities, contrasting it with Bonk's launchpad strategy [4] - The industry is monitoring how Pump navigates the coming weeks [4]

Crypto Apps & Infrastructure - The industry is experiencing a surge in app launches, particularly on platforms like Solana and Abstract [1] - Proof of Play launched its Arcade app on Abstract, generating significant interest [1][5] - Infrastructure providers are developing apps to improve access to Hyperliquid Core/EVM [1] - Sports wagering apps like Yeet are anticipated to launch soon [1] AI Tooling - AI tooling is rapidly proliferating, with generative video capabilities approaching a key inflection point [2] - Grok imagine, Genie 3D, and Veo3 are examples of recent advancements in generative AI [3] - Acquiring a working knowledge of AI offerings is considered a valuable skill [3] TradFi & Political Landscape - There's concern and FUD (Fear, Uncertainty, and Doubt) surrounding MicroStrategy (MSTR) and T-bills [3] - Tom Lee continues to promote Ethereum as a significant macro trade [3] - Tariff uncertainty and developments related to Epst3in are contributing to market turbulence [3] - A "surprise announcement" from the Oval Office is expected after market close [3] Abstract Ecosystem - Abstract is expected to have many things to look at over the next few weeks [4]