
狗哥|Nov 12, 2025 02:30
Scrolling through Twitter every day, looking at this and that, it feels like it’s getting harder to find exciting narratives or opportunities. Even the meme coins have gone quiet, and the hype seems to have died down.
As for mainstream narratives, it seems like there’s only perp DEX perpetual contracts, prediction markets, and AI/x402.
**Perpetual Contracts**
On Hyperliquid, the whales, the chosen ones, James, Insider Bro, and so on—one by one, they’ve been liquidated and left the market. But in this crypto casino, once you’ve touched contracts, it’s hard to stop. The waves keep coming, one after another.
Platforms like EdgeX, Lighter, and other perp DEXs—if they’re grinding for airdrops, they’ll keep grinding. For us regular folks, don’t even think about making money through contract trading—unless you’re a trading god.
**Prediction Markets**
With the right strategies and active trading, there’s potential for decent returns and airdrops. A lot of pros really have strategies that I can’t wrap my head around. And then there are the gambling gods who seem to win every bet.
**AI/x402**
So, what’s left seems to be AI/x402 as the more reliable opportunity. Take a deep dive into researching new projects, follow the progress of things like Dreams, PayAI, Ping, and wait for the explosion of AI agent economies and autonomous payment ecosystems.
Limited attention span—sometimes you have to let go to gain something.