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Everything's coming onchain. Stablecoins, RWAs… the whole financial system is rebuilding itself on crypto rails. And the way you own that is stupidly simple. Just buy the L1s it all runs on. This is the universal basic equity layer for all of us. If the biggest parts of the... show more
366,610 görüntüleme • 1 ay önce •via X (Twitter)
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The economy's about to be run by AI agents transacting on these exact rails. Where that goes is what @DMattin and I dig into at The Exponentialist. Come subscribe

>then owning the L1s means you own a piece of their success. No, it doesn't. Update your priors: The Fat Protocol thesis is unsupported by actual data in 2026. Transactions are at their highest ever on Solana and Ethereum and their value accrual is headed to near zero.

This dudes predictions don’t fare as well as some might believe. If you found Raoul in 2026 make sure to watch his earlier stuff to see how his vision has played out.

Sells the dream and never gets it right. Then anyone posting the reality on his channels hes in he deletes. Enough said, be very cautious about this banana zone man!!! He’s nothing but a monkey

All of it. But not for everyone. Not for all countries. Being rebuilt in real time and 99.99% have zero idea.

Plot twist: the biggest users of crypto rails might not be humans.

while you're at it pick up supra:native L1... with superior tech that AI and TradFi will need, but that the market has wildly undervalued atm.

“imagine if we could all have invested in Linux, SSL, or HTTP with a token that incentivized their development, now that would have been fun.” -Sergey Nazarov

How is your Sui investment looking right now?

This is the actual thesis people miss. Own the rails, not just the hype.

Hey Raoul, have you ever considered a discussion with someone from Chainlink for Real Vision? Do you know @AndrewMcMarkets?

Completely agree. I also think Agents will save in BTC. Thoughts on that?

If it was, the tokens would already be running.

I don’t know if buying L1s is the answer but partially. Apps are winning & making $$$, this is the better performing basket. Also, zillions

this is why we SHIFT

Says the guy who has been completely wrong on his banana call. 5 year cycle he said and btc down 50 percent in year. Why anyone would take advice from you at this stage is beyond me.

Are you picking Sol over ETH at this point?

If you REALLY want to talk about the shift happening from AI to blockchain or from Tradfi to blockchain or from RWA's to blockchain, there really isn't a way to NOT talk about @Chainlink and therefor $LINK as it is the only asset they have which is directly connected to the network.

False it’s not as simple as “just buy the L1s it all runs on” until you mention Chainlink, your reputation in crypto will continue to deteriorate. SUI? Really? Comical stuff Raoul wake up.

Where will the AI agents find the most efficient network? What's the most optimized path? I'd wager it's #Kaspa but I'm curious if you have studied that hypothesis? $Kas

Zcash privacy is mostly fake. You can hide stuff… but almost nobody does. The secret part makes it hard to even check if the coins are real. Big players still control the edges. Railgun is the real deal. Hide your actual crypto (ETH, stables, etc.) right where the money and apps already live. Private wallet. Private sends. Private trades. No new sketchy coin needed. And it’s coming natively to PulseChain soon, thanks to @LibertySwapFi and @zkxwallet. PulseChain is ETH 2.0: faster, cheaper, and now with real privacy. Zcash = privacy costume. Railgun on PulseChain = privacy that actually works. ethereum:0xa882606494d86804b5514e07e6bd2d6a6ee6d68a

ethereum:0x4a220e6096b25eadb88358cb44068a3248254675 Crypto retail trading accounts for only about 1% of global wealth Bringing the other 99% on-chain, financial services runs Quant Fusion

$CSPR @Casper_Network is ready to take a huge chunk of Agentic AI Take a look at my posts for the last month

He just described kaspa

Can we have fun times ever again in Krypto or is AI the black hole 🕳️ which sucks up all the money on earth?

From what I know: everything on-chain possible only on $ICP and RWA is also there as @ORIGYNTech

Another sausage thats been wrong the whole cycle. Banana zone this banana zone that. Banana skin maybe you meant to say

"Owning the L1 means you own a piece of the success" — only if the token actually captures that success. This is the biggest misconception in crypto. Usage and token value are two different things. Buy the L1s where fees, burns or real yield route value to holders.

All SOL and SUI chat. Boggles my brain that you never mention $QNT. Central banks are literally using the rails theyve built. The transactions will be in fiat currency on blockchain rails.

Thank you for distracting them with L1s while I buy up the infrastructure

Not everyone can own an L1, but everyone can participate in programmable finance, which is crucial, as smart workflow layers like already power trustable settlements on digital rails, facilitating adoption, while making transactions at scale feasible

L1’s? Why? Does this buy me ownership in a company?

This is the part people still underestimate. When AI agents start moving real economic value onchain, the L1s stop being “crypto” and start being the actual equity layer of the new financial system.

Agree 100%. The internet gave us the apps. This time we actually get to own the rails. Which L1s do you think capture the bulk of the AI/agent transaction volume over the next cycle?
