Irys caught my attention lately—they're tackling the permanent data layer angle specifically for AI coordination. What stands out? Their verifiable compute isn't some add-on feature. It's baked into the L1 architecture from day one. That's a real differentiator when most solutions bolt things on afterward.

Now about Galxe—here's the situation. Their token launch got bumped to Q4 2025, which means snapshot windows are either closed or wrapping up soon. People are throwing around 600M fully diluted valuation. Sure, the fundamentals look solid enough. But let's be real: you're committing to a 12+ month play here. This isn't about quick flips. You're betting the team actually delivers on roadmap promises over the long haul.