KyleChassé

Crypto projects are starting to disappear.
Abstract Chain, backed by Pudgy Penguins, is winding down after failing to gain meaningful traction. And it's not happening in isolation.
Projects shutting down, teams cutting back and capital disappearing are classic signs of a market washing out the excess.
The ugly part of a bear market is also what eventually cleans it up.

Everyone is talking about the AI bubble popping.
Goldman Sachs estimates global AI investment will top $1T this year, with $581B coming from the US alone. That’s a lot of money riding on one story.
The problem? Nobody knows when it breaks. Next month? 2028? You can’t control the timing. You can control how exposed you are when it happens.
Think of it like a seatbelt. You put it on before the crash, because once you see it coming, it’s too late. Size your positions so one bad week can’t wipe you out. Keep some dry powder. Own things with real revenue behind them.
The people who come out of ever

Crypto makes sense because the younger generations don't want to deal with banks anymore.

Something is cooking in the markets...
Something... BIG.

Since the CLARITY Act died in the Senate on September 15 (49-50 on the vote just to start debate, with 60 needed), the SEC and CFTC have kept moving without Congress. Here's everything they've done in three weeks.
Sep 16: Both chairs said they'd act anyway. SEC Chair Paul Atkins said "with or without legislation, we will act decisively within the SEC's statutory authority." CFTC Chairman Mike Selig said the CFTC would deliver a framework "using our existing statutory authorities."
Sep 17: The SEC's Innovation Exemption. Approved venues can trade tokenized versions of US stocks on-chain for the

The market is giving me a pretty interesting setup right now.
Bitcoin just closed its best week since January and is nearly 50% above the July low. I’m watching one level above everything else: $87,500.
A weekly close above it gives me a new yearly high and strengthens the bullish case considerably. But if we lose $78,279, I start getting cautious. Below $69,500, my bullish thesis is invalidated.
For now, I’m still bullish. The next few weeks could tell us a LOT.

This could be the season where we see a lot of coins die.
And that could be a good thing. If we can get rid of the weak coins, new liquidity has limited space to go. that means more people could see a better upside.
The strong will survive.