➥ NARRATIVES IN MY WATCHLIST I’m tracking 4 narratives right now Usage → infra → standards → speculation ☒ USD1 Token Pairs I didn’t plan to care about USD1, but the numbers made me - ~$5.07B market cap - ~$2.21B daily volume Projects I’m watching in this bucket: • $WLFI | @worldlibertyfi - governance token, clean native pairing • $PAIR - Solana memecoin, Raydium volume spike • $VALOR - another Solana memecoin gaining USD1 liquidity USD1/WLFI is the serious pair, Solana memes are optional high-beta edges ☒ Agents on Local Systems This narrative feels different because people are actually running agents locally Core infra / serious bets: • $CLAWD - Base-native agent, 7+ dApps shipped, held $20M+ post ATH • $MOLT - Moltbot rebrand, 100k GitHub stars, real dev gravity • $BNKR - agent wallet + execution layer...