two plays i’m stacking exposure to rn: @useTria self-custodial neobank rails: pay gas w/ any token, social login, BestPath AVS routes swaps/bridges under the hood, card + visa reach in 150+ countries, unified spend/earn across chains; AVS already plugged into arbitrum, polygon, injective, sentient + 50+ @Almanak__ AI quant lab for protocols: plug real onchain data, swarm runs sims, stress-test token, liquidity, incentives; live on base, first vaults in curator testing, public next thesis: tria = consumer-grade ux for real-world spend + cross-chain flows; almanak = economic brain for base defi, data-driven vaults over guesswork r/r: both early with outsized upside if they nail routing + predictive vaults; i’m farming cookie where it makes sense and tracking BestPath + base vault performance don’t fade infra that makes crypto usable and economics repeatable