Just caught up on the Nikiter Biers situation in the infoFi space—rough patch, no doubt. But here's the thing: when a project stumbles, it doesn't mean the strategy dies with it.

Time to recalibrate. There's always a path forward, even when the map looks blank.

Moving forward, I'm shifting how I pick projects. Less about riding the hype wave, more about genuine alignment. The mindshare chase was exhausting anyway. Real talk: backing projects that resonate on fundamentals hits different. Focus on the tech, the team, the actual utility—that's where the wins compound.

The market will keep testing us. But smarter bets beat bigger bets every time.