Recently @kain sat down with @VirtualBacon to talk about why the altcoin market is structurally broken, how agentic loops are changing everything, and why Infinex is building for a world where your agent manages your crypto. Full interview and 🧵↓

The altcoin market is structurally broken Perps are the baseline now. Not spot. The UNI fee switch ran from $5 to $10 on pure perp activity, then round-tripped to $3. Zero spot buying. Kain's take: There will not be a broad market-agnostic rally in alts ever again

The only tokens that will outperform next cycle are the ones that figure out how to make people want to hold spot again. Staking, tokenomics redesign, real yield. Whatever the mechanism, the projects that solve spot holding will go from 90% down to 500x up. Everything else stays a 48-hour trade

An agent starts at 100 IQ. Within 3 minutes it's at 80. Within half an hour it's at 20. Kain's been building his own coding harness to solve this. Keep the context window small and the agent stays sharp. Spawn, execute, wipe, repeat

So what happens when you give those agents access to your crypto? Infinex's MCP server gives any agent the full crypto stack: swap, bridge, perps, DeFi, prediction markets. One install. The difference: guard rails. Your agent proposes. You approve. Daily limits. Constraints. You're not just handing over a private key

What this looks like in practice: - Smart DCA that only buys the dip - Sentiment-driven trading via Grok - Auto-rebalancing lending positions based on yield delta - Liquidation protection that sells in the right order You describe the strategy, then your agent executes it