when we see a new runner when market is static, we tend to see it stall as the rest of the market heats up and there’s repricing.
Do not confuse this with weakness. People chase green candles. After a big run, $giza may need some consolidation around this area. That’s required for a new run. Even most altcoins have barely moved in this ETH pump.
when there’s a new innovator, it will keep attracting flows until it gets exhausted — and we aren’t there yet with everything they have cooking + promising BTC / ETH break outs

I still hold my $NEIRO position from a month ago.
With $ETH strength, chart looks quite bullish and I think next we go to $0.001

Came across this thesis on Agentic Protocols by @goodalexander from April ’24 that I highly recommend reading.
https://t.co/6tRSLAR8oi
It’s still a bit utopian compared to where we currently stand — focused on fully autonomous self-evolving entities that operate without human teams and generate their own cash flow.
But it's clearly the direction we’re heading. We’re already planting the first seeds.
Agentic Protocols are mooning.
DeFi, but this time, agentic.
Agentic Protocols can expand crypto beyond today’s core participants in a way DeFAI could never do.
Mainly because they target a fundamentally different user base.
• Prompt-based DeFAI still depends on user instructions. The user needs to know what to do.
Sure, it can abstract away some steps — like bridging in the background when buying a token — but it’s not performance-driven.
The user still makes all the critical decisions: why to buy, when to buy, how much. This doesn’t expand the market.
Prompt-based DeFAI simply offers *existing users* a new interface, which is arguably less convenient for performance-driven actions like quickly aping into a new coin on a new chain.
• Agentic Protocols, by contrast, are goal-oriented and fully delegable.
A user can define an outcome — as broad as “optimize yield” — or simply choose an AP with a clearly defined strategy and purpose (ie. mindshare trading agent).
The user only needs to deposit funds, maybe define some risk profile and personal goals. From there, the agent handles both strategy and execution — often more effectively than the user could define or manage on their own.
That’s what makes APs fundamentally transformative.
They shift DeFi from manual participation and constant micro-decisions to performance-driven autonomous delegation.
This lowers the barrier to entry and therefore meaningfully expands the addressable market.
The Rise of Agentic Protocols (APs) — the AI trade of 2025
Crypto x AI as of today cannot scale to mainstream adoption. Most are just prompt-based assistants that help you swap, bridge, or execute an onchain action via a conversational prompt, powered by an LLM.
Instead, I envision a future where Agentic Protocols (APs) thrive.
APs are the next natural evolution of Smart Contracts and maintain the DeFi ethos — onchain, verifiable, non-custodial, trustless, permissionless, and fully autonomous.
A world where agents are the protocol, and smart contracts are simply the tools they control, with barely any human input in the loop.
It’s not about replacing buttons with prompts to simplify crypto UX. It’s about agents doing the work for you, or working together with you — at your level.
Agentic Protocols are *performance-driven* (instead of just simplifying UX), and autonomously leverage existing DeFi infrastructure, such as:
• money markets to optimize yield and rebalance across protocols and chains
• perpetual DEXs to farm funding rates on trending tokens, creating customized models adapted to any market environment
• airdrop farms with sophisticated delta-neutral positioning
• trading platforms to execute based on mindshare, exotic social signals, and virality, not just TA indicators
• direct interaction with users on platforms like X, Reddit, or TikTok, enabling headless DeFi interfaces
• dynamic money management using adaptive frameworks that evolve based on how you and the agent interact together — optimizing for your collective behavior and returns over time — you and the agent as a system
I’m bullish on teams building toward this vision, whether at the infrastructure layer or with consumer-facing products.
DeFAI was a good start.
But Agentic Protocols, in my view, are the real wave of AI that will see the early adoption that DeFi saw in 2020.
