The Eve of the Bull Market: Undervalued/Innovative Narratives Worth Watching

marsbitPubblicato 2026-08-25Pubblicato ultima volta 2026-08-25

Introduzione

Author: Haotian With a bull market approaching and many unsure where to invest, which niche or innovative narratives that emerged during the bear market—though perhaps ahead of their time—are worth watching now? (Some are already gaining momentum.) **1) Hooks:** Uniswap V4 Hooks are externally customizable smart contracts that allow custom logic to be inserted at key points in an AMM pool's lifecycle, such as initialization, liquidity actions, swaps, donations, and fee handling. (Examples: uPEG, SATO, Slonks) **2) x402:** This initiative revives the long-reserved but rarely used HTTP 402 "Payment Required" status code, proposing it as a foundational layer for AI agent payments. (Examples: PAYAI, dreams) **3) RWAFI (Real-World Assets Finance):** Extending beyond mere asset tokenization, this narrative focuses on composable DeFi applications built on TradFi assets as underlying liquidity or integrating tokenized assets into DeFi protocols. (Examples: Stonkbroker, INDEX) **4) Agentic Economy:** Based on a Google-proposed open protocol, this framework enables AI agents built on different systems to discover, communicate, delegate tasks, and collaborate, serving as a communication layer for an economy of autonomous agents. It opens possibilities for agent-based social platforms, games, and human-task automation. (Example: Moltbook) Additionally, there is a broad range of innovative narratives around AI + Crypto, including infrastructure, applications, and protocols for AI ag...

Author: Haotian

Since the bull market is here and everyone is unsure what to play, what are some niche narratives that were ill-timed during the bear market but are still interesting to keep an eye on? (Some have already started pumping.)

1) Hooks: Uniswap V4 Hooks are externally customizable smart contracts that can insert custom logic at key points in an AMM pool's lifecycle (initialization, add/remove liquidity, before/after swaps, donations, fee handling, etc.). (uPEG\SATO\Slonks)

2) x402: Reviving the HTTP 402 Payment Required status code, which has long been reserved but never truly used, to become the underlying support for Agent Payment. (PAYAI, dreams, etc.)

3) RWAFI: Not just putting assets on-chain, but introducing composable DeFi玩法 based on TradFi assets as underlying liquidity or tokenizing asset narratives. (Stonkbroker, INDEX, etc.)

4) Agentic Economy: An open protocol introduced by Google that allows AI Agents from different frameworks to discover, communicate, delegate tasks, and collaborate with each other, becoming the communication foundation for the Agentic Economy. This enables a range of interesting 玩法 like Agent social networks, Agent games, and applications where Agents replace humans. (Moltbook, etc.)

In addition, there are a series of innovative narratives related to AI+Crypto, including Agent infrastructure, applications, protocols, and more. Prediction Markets, Perp Dexes, and the privacy narrative are not mentioned here, as they have always been hot.

What other interesting narrative topics are there? Feel free to add them in the comments. (Most of the projects mentioned above are already dead, for reference only, do not blindly invest.

Domande pertinenti

QAccording to the article, what are Uniswap V4 Hooks?

AUniswap V4 Hooks are externally customizable smart contracts that can insert custom logic at key nodes in an AMM pool's lifecycle, such as initialization, adding/removing liquidity, before/after swaps, donations, and fee handling.

QWhat is the purpose of the x402 narrative mentioned by the author?

AThe x402 narrative aims to restart the HTTP 402 'Payment Required' status code, which has long been reserved but never truly used, to serve as a foundational support layer for Agent Payments.

QWhat does the RWAFI narrative focus on, beyond just putting assets on-chain?

AThe RWAFI (Real-World Asset DeFi) narrative focuses on introducing TradFi assets as underlying liquidity or tokenized assets into DeFi to create composable financial products, going beyond simple asset tokenization.

QWhat is the Agentic Economy, and what standard is mentioned as its communication foundation?

AThe Agentic Economy refers to an ecosystem where AI Agents can interact. The article mentions a Google-introduced open protocol that enables AI Agents built with different frameworks to discover, communicate, delegate tasks, and collaborate with each other, forming the communication foundation for this economy.

QWhat cautionary note does the author provide regarding the projects mentioned for the different narratives?

AThe author cautions that most of the projects mentioned for these narratives are already defunct, and they are provided for reference only, advising against blind investment.

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