Real Vision: Finance & Investing Is It Finally Crypto's Time to Shine? | Rekt Vision w/ Blocmates
Feb 13, 2026
Grant (Blocmates), research teammate focused on crypto macro and token strategy, and Alex (Blocmates), deep-dive analyst of L1/L2s and tokenomics, dissect recent price action and key levels. They debate AI agent hype, on-chain agents and wallets, the app-layer GDP thesis, LayerZero’s ZRO launch and token supply overhang. Conversations touch vesting, performance-based unlocks and where to park crypto next.
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Episode notes
App Revenue Matters More Than Gas
- L1 value will compress and true value accrues at the app layer; pay-per-gas isn't a full valuation metric.
- The hosts propose 'chain GDP' — app revenues atop chains — as a better measure of network value.
LayerZero Aims Beyond A Bridge
- LayerZero positioned itself as a permissionless cross-chain communication protocol, not merely a bridge.
- Their primitives and ZK claims target massive TPS gains and omnichain assets, challenging incumbent ecosystems.
Check Supply Overhang Before Buying
- Be cautious of heavy supply overhangs when evaluating new tokens like ZERO with large uncirculated supply.
- Watch for acquisitions and revenue sources (e.g., Stargate integration) before assuming sustained price momentum.