Multichain priceMULTI

Pretty insightful podcast from @KevinWSHPod @MTorygreen on DeAI which I think it's worth highlighting. One most overlooked truths in DeAI (or DePIN): The real uphill battle isn't tech superiority, it’s distribution. Big hyperscalars (@awscloud @Microsoft @Google) dominate because they don’t just sell compute. They bundle the entire developer experience → storage, data, networking, infra, integrations all in one seamless platform. That bundled moat is what crushed smaller vertical players. Decentralised infra networks today simply don’t offer that. The UX is fragmented, service quality is inferior, and the only wedge they realistically have is cost. To win, DeAI needs to replicate the bundled experience at a fraction of the cost. But that said, here’s the thing: disruption plays out differently than it looks at first. @MTorygreen’s analogy on Telegraph vs. Telephones hits: Telegraph dominated long-distance comms for decades vs. early telephones which you could only talk within a mile → on paper, inferior to telegraphs that spanned continents. But once the network scaled? AT&T crushed telegraph incumbents. The value distribution was inherently better and incumbents couldn’t adapt without cannibalising themselves. And this is exactly how ‘baked-in crypto’ in DeAI will succeed. With a structural edge, it’s only a matter of time before we see more serious attempts to penetrate the market as protocols scale into mature, service-ready networks. -------- On Drawing Parallels to Crypto: Crypto + decentralisation are on the same path, where it's inferior, fragmented & easy to dismiss. But but but here’s the difference: they unlock open composability + new value distribution models. The permissionless + open nature of distributed infra is the key. It combines market forces + innovation velocity at a pace no centralised entity (guarded by profit walls) can realistically match. Once this is paired with scalable, industrial-grade standards, the adoption shift becomes inevitable. It won’t happen overnight for sure, but at least the trajectory is clear. Furthermore, open composability enables the possibility of 'Mind Legos' → infra that’s modular by design, where pieces can stack, plug, & interop into multi-layered systems. This adaptability compounds value. Each new primitive makes the whole stronger, more versatile, and harder to replace. That’s why this is disruptive. Not because it’s only 'cheaper', but because the principles of decentralisation (permissionless infra, global liquidity, programmable trust) create a system incumbents simply cannot replicate without breaking their own model. Disruption always looks small and flawed at first until it becomes inevitable.

$HYPR | @hyprfund After the historic sell-out success of Dore, HYPR is proud to present its second curated business: Sour Sally, Indonesia’s pioneer frozen yogurt brand. Why Sour Sally: • Proven track record: 17 years of profitable operations since 2008. • Household brand: A trusted F&B name with a loyal multi-generational fanbase. • Operational strength: Sustainable economics, repeat customers, and constant innovation. • Scalable growth: 140+ outlets across Indonesia, expansion into Dubai, with Saudi Arabia and the Philippines coming soon. Backed by Wahyoo Ventures, Sour Sally is more than just frozen yogurt, it’s a lifestyle brand with global ambition and strong fundamentals. I believe this Drop will be just as groundbreaking as Dore, if not bigger. Sour Sally combines proven profitability with international growth potential, making it a rare opportunity to co-own a household brand at the right time. Once we break out of this downtrend, which I believe is very close, this will absolutely take off. It’s rare to find such a solid project with real Web3 utility that benefits all parties involved. Of course, not financial advice.

Everyone knows not all DeFi protocols are built the same. Web3’s open composability has spawned a wide range of primitives with each powered by different architectures + technical underlyings. As DeFi matures, we’re seeing the rise of institutional-grade protocols that demand industrial-strength infra. Oracles, in particular, remain a critical backbone. Take niche credit primitives as a case study: 🔹@MorphoLabs → risk-managed isolated vaults, curated by professional strategists, with flexibility baked in. 🔹@SiloFinance → pushing into niche, tailored lending strategies with swift GTM across ecosystems. 🔹 @eulerfinance → permissionless lending w/ high multi-ecosystem support But none of this can scale without robust oracle infra. That’s where @eoracle_network steps in, serving as a layer powering integrations with institutional-grade security + consistent uptime. Backed by @eigenlayer shared security, its decentralised validator network delivers unmatched enterprise-ready performance. This is exactly the type of infra that institutions + advanced DeFi protocols can, and already do trust.

Everyone is saying “new lows and I’ll be bullish” Excuse me? (Part 2) If we break down below 106K after this reversal, then the chance of going into a multi year bear market becomes more likely #Bitcoin