Just published my most in-depth write-up yet on where Web3 AI is headed next. In this article, I cover - The 4 thesis that I believe will define H2/2025 - Trends no one is watching (yet) - Ecosystem leaders nearing PMF - Challenges that'll separate hype vs builders - My personal short list of tokens worth tracking (Substack-exclusive) This is how I think about the rest of the year. (Link in bio)