The speaker plans to discuss several interesting narratives in a structured format, focusing on the narrative itself, its importance, and investable projects within that category. They propose to go through each topic one by one, discussing the narrative's significance and associated projects, concluding with a sponsor message from Cartesi, a modular execution layer in the crypto space that runs Linux. Cartesi enables users to utilize Linux runtime as a virtual machine for layer two and layer three applications on Ethereum, allowing the development of dapps that leverage traditional open source libraries and tools available on Linux.