The market sentiment around certain projects is heating up right now. KREDO and AVICI are standing out as particularly interesting plays in the current cycle.

What makes them compelling? Both are positioning themselves to build core infrastructure layers. They're not just talking about payments or trading—they're aiming to create financial primitives that support both human users and AI agents in commerce.

That's the kind of structural play that tends to catch attention when macro conditions align. Whether it translates to sustained momentum is another question, but the narrative around next-gen financial plumbing is definitely resonating.