Market is dipping, which might just be the chance to load up on strong assets.
Leaking my personal top 20 watchlist, built over the past weeks & months, and grouped by narrative. Maybe you find smth interesting:
1) Private compute and private money
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$ARX: encrypted supercomputer, a decentralized MPC network for private AI (study Blackthorn) and any encrypted compute use case, incl. the confidential token standard cSPL on Solana. The lagging peer to ZAMA and my main privacy bet rn.
→ DYOR:
@Arcium
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$ZAMA: FHE protocol for confidential assets issued, traded and managed on public chains, built for institutions. Already kinda owns the private money/DeFi angle if we talk programmability/composability beyond ZEC).
→ DYOR:
@zama
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$AZTEC: the privacy L2 on Ethereum, private smart contracts written in Noir with client-side proofs and decentralized sequencing and proving. Had some hiccups along the way but probs the highest beta play in the privacy basket here.
→ DYOR:
@aztecnetwork
2) Decentralized and private AI
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$TAO: subnets compete for TAO emissions by serving inference, training, compute and prediction, each with its own alpha token under dTAO so emissions follow real stake demand. The index bet on decentralized AI.
→ DYOR:
@opentensor
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$VVV: private, uncensored inference on open models. Staking gives a pro-rata share of daily API capacity and mints DIEM, $1 of API credit per day in perpetuity. AI compute as a yield-bearing asset.
→ DYOR:
@AskVenice
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$PRL: Pearl, an AI L1 running proof of useful work. GPU miners do matrix multiplication and AI inference instead of hashing, results are verified onchain, mainnet since April. New floating-point PoUW scheme for Blackwell with near-zero overhead on vLLM inference went live on Pearl endpoints mid-Sep. The proof of work take on decentralized AI, emissions buy real inference instead of hashes.
→ DYOR:
@prlnet
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$NEAR: open infrastructure for the agent economy, confidential execution and inference, >1M TPS, liquidity unified across 30+ chains via intents.
→ DYOR:
@NEARProtocol
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$AURORA: the EVM on NEAR that quietly turned into a cross-chain execution layer via Aurora Intents, one signature to swap, deposit and execute across 20+ chains. Small cap beta riding the NEAR intents hype.
→ DYOR:
@auroraisnear
3) Machine economy
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$PEAQ: base layer for the machine economy, robots doing business onchain, anyone activating, financing and building multichain apps around their machines.
→ DYOR:
@peaq
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$CODEC: full robotics stack. Simulate and train in SimArena, build on Fabric (compute) and OPTR (runtime), get on a factory floor through the foundry, fund it on
@machinedotfun (launchpad for hardware/robotics builders).
→ DYOR:
@codecopenflow
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