although the narrative seems to be more on the AI agent side, I also think that perp dex and some good L1 might take the spotlight.
berachain seems doing pretty well, so many integration with various defi right now, with monad, it's still unclear because their devnet is limited.
i'm expecting something big will come from berachain and monad though, something like those arbitrum and optimism craze, big airdrops and massive event.
but personally I bet first quarter of this year would be AI agent craze.