The L1 market is not dead, but it has completely transformed.
The old 2020–2021 bull case was:
"This chain is faster/cheaper than Ethereum, therefore it will win."
That is no longer sufficient.
Nesa is a genuine AI infrastructure project boasting a strong narrative, viable technical substance, and clear token utility...
Kite is one of the strongest pure-play "Agentic Payments" projects in the current AI crypto sector. The project addresses a genuine problem...
Talus is an interesting, but still very early, AI agent infrastructure play. The thesis is strong...
1. Executive Summary ROBO is one of the most speculative, yet also one of the more interesting AI/Robotics tokens of the current launch cohort. The project taps into a powerful future narrative: autonomous machines, robotic labor, agentic payments, machine identity, robot data, and decentralized coordination. Its proximity to OpenMind
