Personally, I am aggressively buying while most are maximum bearish right now because tokens are trading at all time lows and every chart looks dead.

Meanwhile we’re on calls with those exact same teams every week, and the picture behind the scenes couldn’t be more different. Many of them are quietly doing multi-million dollar revenues right now. Most of the market has no idea, simply because these things take years to build and none of it shows up on a chart until it does.
What almost nobody is pricing in: their pipelines are filling up.
Partnerships, integrations, product launches, enterprise deals. Founders are deliberately sitting on announcements right now because they know news gets absorbed and forgotten in a market like this. So they’re stacking it and waiting.
The moment sentiment turns even slightly, all of that comes out at once. Every team firing their news cascade into a market that’s finally paying attention again. That’s how you get reflexivity that catches everyone off guard.
This is exactly why we’re aggressively buying the most unobvious opportunities we can find while everyone else is midcurving, complaining, and giving up.
The setup is right in front of you. Most are just too exhausted to look at it.