According to @LexSokolin, he has moved from investment banks to building blockchain infrastructure at ConsenSys and now invests in companies enabling agentic commerce, indicating an active focus on decentralized rails that can support autonomous economic agents, Source: Lex Sokolin on X https://twitter.com/LexSokolin/status/1997350501604905180. He states that when centralized systems lever up significantly, decentralized options tend to accelerate, which signals potential relative momentum for DeFi, DEXs, and other non-custodial infrastructure during periods of elevated centralized leverage, Source: Lex Sokolin on X https://twitter.com/LexSokolin/status/1997350501604905180.