Kunal Goel

Kunal Goel

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Research Analyst @MessariCrypto | Vibes maximalist | Views are personal and never financial advice

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kinda odd how they can only do manned moon missions when we didn't have great cameras in our hands or when AI made fakes indistinguishable from reality

In crypto, the Hyperliquid experiment is second only to the Bitcoin experiment. Excellent report, as usual, from Sunny. twitter.com/kunalgoel/status/2...

I don't know how to explain this but using AI to code is so empowering. I've been a no coder all my life and have had to wait for engineers to help with the most basic things. Now, I feels like I can build anything I want. So freeing.

One of my highest conviction tokens for 2026 is $GRASS. Q4 2025 revenue grew 197% from Q3. It is currently trading at under 4x forward earnings and 2.5x forward revenue. With its current growth trajectory, imo it should be valued at 20x forward revs (that would be $1.60 per token vs. $0.19 today). All of the value generated accrues to token holders (see below). Along with @AskVenice / $VVV, Grass is one of the most pure play ways to get exposure to the generational growth we are seeing in AI usage. Will be interesting to watch the market figure it out slowly (and then quickly). twitter.com/AustinBarack/statu...

other than hype, which asset / ecosystem has the best vibes right now? was metadao a few months back.

Some still believe that if crypto investors give out infinite incentives, someone will build something useful. LayerZero believes in building it all. - Networking - Proving - DA - Interop - Execution - Settlement 100x improvements over everyone else. Zero.

this is awesome, love to see some interesting competition as the name suggests, this also means that Canton is now worth precisely zero twitter.com/mert/status/202154...

CT today - it's very sus skibidi how people are excited and talking about the new thing on the day the new thing was announced. Important to note that this is 16 hours after they'd written new thing off due to an unfortunate leak.

We’ve covered the @LayerZero_Core Zero launch from every angle Architecture, technical innovations, videos, partners, vision, and onboarding new investors and advisors. More coming soon, but @kunalgoel and I are available for calls with any investors who want to dig deeper.

The primary asset for Zero is ZRO. It'll be used for staking and transaction fees. ZRO, Zero, and LayerZero are aligned.

Crypto degeneracy is dead. All that’s left is everything else. Today LayerZero announces Zero, the blockchain for “everything else.” - Zero is an infinitely parallelizable L1 split into “Atomicity Zones”. - Each zone can have 2M+ TPS. - Zones are owned by the L1. No value

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