Themes for the upcoming bull run
With BTC.D hovering under the crucial 60% and currently around 59.6% many are watching with anticipation, as the first of the 3 major triggers and catalysts for a bull run have been, activated and awaiting confirmation.
The remaining 2 are of course ETH/BTC which as a rule has hit 0.058 and is currently resting around the 0.039 mark, and the last being a rate cut by the Fed, which is due to meet next on September 17, 2025.
With that in mind let’s take a look at what might be focal points in the upcoming run. Bear in mind, these are my views only and you need to DYOR, none of this constitutes financial advice and is presented to be for educational purposes only.
PARTICIPATORY ECONOMIES
Crypto bull markets centre around social experiments first and technical experiments second, and both go hand in hand. In the next cycle, the most exciting projects may not come from a single founder, or team, but from swarms of builders who earn their stake through work. Token bounty offerings already show the way, projects can offer translation, bug‑fixing or marketing tasks, reward them with tokens and thereby broaden token distribution and awareness. Decentralised autonomous organisations use similar mechanisms members earn governance tokens for contributions in governance, marketing or community building, and bounties incentivise people to complete tasks set by others. Some communities formalise labour into “sweat equity” tokens that carry governance rights and may later convert into liquid tokens or even shares. Such participatory models are more inclusive than ICOs, turning contributors into real stakeholders. We get all of that, but heres where it will change. This run we will see projects put up fundamental building block bounties, ranging from music and art, right through to games and worlds, thanks to the transformative AI technology that most of us have access to today. A collective group of minds working on a shared success or mutual outcome is the exact thing that has driven the creation of DAOs and decentralisation since the start, but has often been derailed by greed and disagreement.
I expect to see several key examples of successful projects who adopt this model during this upcoming run.
AI AGENTS AND MARKETERS
Another force coming into its own is the rise of AI agents and AI‑driven marketing. Marketers such as Gary Vaynerchuk (Vee) argue that AI‑influencers will be a major revenue source, his advice is to embrace AI, experiment and avoid fear. Beyond influencers, AI agents are already automating administrative work, generating reports and managing emails, freeing people for higher‑value activities. They act as digital colleagues, scheduling meetings, summarising communications and providing real‑time insights for decisions. I know personally, despite lot’s of pushback from the outside world, these tools are a godsend and help to make companies far more productive, and the only resistance we see in companies we work with, is from the people who want to create a moat around what they do for job security.
We have even seen through client interactions that modern agents don’t sit back and wait for tasks to be delivered, they proactively spot customer issues and even upsell and cross-sell products. They are helping with creative tasks such as product design and marketing right through to continuity and flow for the purpose of consistency and continuity in materials and messaging. This explosion of capability will give birth to AI marketers and influencers that handle everything from content creation to customer engagement at scale. From social media accounts to help desks, to live data rooms, AI agents will be able to cover it all. Expect this to be a common theme for tokens that excel during this run.
Contrary to the fear that AI eliminates work, there is growing evidence that it creates jobs. Developing and refining AI requires humans, machine‑learning engineers, data labelers, ethicists and prompt designers. As AI automates rote tasks, it opens positions in training, maintenance and supervision, an IBM survey found that 40% of workers expect a net increase in employment opportunities. The Industrial Revolution didn’t end work, it transformed it and this is no different, let history be our teacher. Today’s transformation will likely lead to new categories of employment centered on collaborating with, guiding and governing AI systems.
DEATH TO APPS
Unpopular opinion, and we deal with a lot of SEA companies and countries and are seeing an uptick in downloads for gaming, finance and shopping apps. The next generation of experiences will not require users to download closed apps, but for the moment the apps that are being downloaded offer richer engagement and payments, for the moment!. WebXR technology works on smartphones, laptops or VR headsets, by 2024 over five billion internet users could access WebXR, making immersive experiences device‑agnostic. Distributing VR/AR content through native app stores forces developers to build different versions and users to install heavy software. Platforms like Zappar point out that this model is appropriate for big budget games but ill‑suited for simple experiences, the web will displace native apps for 3D content just as it did for 2D. Open, web‑based platforms allow creators to publish once and reach any device, making traditional apps feel like “dead men walking.”
Metaverse platforms are already proving that immersive experiences can be delivered as webpages. Rooom’s metaverse software lets brands build digital events and 3D showrooms without downloads or specialised hardware. Spatial emphasises that users can enjoy immersive spaces as web pages on a PC, yet the same experience also works on mobile and VR/AR devicess.
We have proven the same thing, with technology that allows users to instantly and seamlessly connect to worlds via browsers in VR or via PC or mobile, in fact our partners are already using this technology.
Virtway even allows companies to turn their sites into 3D environments with interactive showrooms and AI agents to boost sales. These web‑based metaverses hint at a future where connected, immersive websites serve as hubs for commerce and community. In the coming bull run, projects that combine participatory token models, AI agents and open WebXR platforms could redefine how we build and inhabit digital worlds.
I’m expecting to see some platforms focused on this combination do very well in this upcoming run. After all, this is the first true run for AI based tokens and platforms, outside of the few from the previous cycle.
Again, this is purely my opinion and based on my own research. Keen to hear your thoughts.