agentic AI is my main focus for the rest of the year, stocks and crypto

in stocks $NOW, $CRM, $WDAY and the broader software layer that distributes it
in crypto $NEAR building the execution rails through intents, $EIGEN quietly pivoting into the same direction
the monetization phase is starting, companies implement, usage grows, revenue follows
this is the trade, slowly then all at once
lets win the next rotation, always one step ahead