Shotti Alamati 0.3 6 ideas

"Stable coin usage is through the roof... traditional finance players begin to actually build out their own DeFi... stacks." The transition from a "speculation-based economy" to a "services-based economy" relies entirely on stable medium-of-exchange assets. As TradFi enters, they will utilize stablecoins or tokenized treasuries to settle volume-based trading. LONG the issuers and beneficiaries of stablecoin float (e.g., public companies issuing stablecoins or holding reserves). Regulatory enforcement against stablecoin issuers; breakdown of the banking partners holding the fiat backing.

Alamati highlights a trend of "fully vertically integrated super apps" hyper-specializing in niches. He explicitly names "World chain/World app," "Uniswap/Uni chain," and "Base app/Base chain" as examples. The market structure is shifting away from generic L1s toward protocols that control the entire stack—from the user interface down to the settlement layer. These entities (Worldcoin, Uniswap, Coinbase via Base) are positioning themselves to capture 100% of the value accrual (fees, MEV, user data) rather than leaking it to external L1s or third-party wallets. LONG these assets as they represent the "Super App" winners of the next cycle. Regulatory crackdown on vertical integration; fragmentation of liquidity across too many app-chains.

Alamati claims, "If you're writing code and you're not using Claude you're effectively kind of handicapping yourself." He identifies Claude (Anthropic) as the superior tool for "agentic workflows." While Anthropic is private, Amazon (AMZN) and Google (GOOGL) are its primary backers and cloud infrastructure providers. If Claude is becoming the standard for developers building the next generation of crypto/AI apps, the value flows back to its equity holders and compute providers. LONG the hyperscalers backing the winning LLM for developers. OpenAI (MSFT) regaining developer dominance; open-source models commoditizing the LLM layer.