My Infofi plays @FogoChain: SVM L1 building a purpose driven chain for onchain trading. The Perp DEX is @ambient_finance @SentientAGI: Think of it as a decentralized chatGPT. Insane distribution potential if executed properly. @cysic_xyz: ComputeFi first mover. The idea is simple; Zk scales ethereum (Succinct and Boundless), Cysisc scales ZK. The team has been shipping. @monad: this is practically wrapped up. Monad is a Generalized EVM L1. Looking forward to action on mainnet. Other plays on my mind Anichess Billions Play AI Warden Protocol (pretty late) You don't have to be everywhere, just find what you can do and go really hard on it.
Infofi is probably one of the most insane opportunities this Q4 but I genuinely think it will favour those who have planted earlier in the year. Nonetheless, there will be some dope infofi plays coming this Q4 But I think onchain will hold insane opportunities into Q1 of 2026. What you simply need is up your skill and optimize for consistency. My Playbook will be Perps, Casinos and Prediction markets. I'd try and make money off them so it doesn't get boring while waiting for governance rights.
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