Simonon

Currently rebalancing our liquid book and adding 1-2 positions to be perfectly positioned for what's ahead.
People really don't get how many incredibly exciting onchain businesses are out there right now, still overlooked and massively undervalued.
Never thought my biggest problem would be having too many exciting options on my radar. Spoiled for choice instead of scraping the barrel.
There's truly a golden age ahead for those being positioned today instead of waiting for it to be obvious.

Let's have a moment of silence for everyone who left crypto over the last 12 months.
for all the convictionless VCs and investors who decided to chase AI or defense instead.
for all the "genius" builders who stopped building the second it wasn't easy quick money to launch a token anymore.
for all the KOLs whose entire business model was engagement farming on the timeline.
and for all the retail who gave up at the absolute bottom because they couldn't keep their emotions in check.
no sympathy for any of you. you quit at the worst possible time, and your exit is one of the reasons the ones with

this is the single best time in a decade to start an onchain business, and almost nobody is doing it.
everyone's too busy gambling on memecoins to notice the rails that has been built out, the pro-crypto regulation, and the institutional capital are all finally lining up at the same time.
but as always, the opportunity won’t stay there forever.
if you're not building an onchain business right now, you're going to look back at this exact window the way people look back at 2010 for apps.
build now. your older, retired self with thank you in few years.

Both the SEC and CFTC are ready to move forward with their own pro-crypto regulations, and were essentially just waiting for this Clarity drama to pass.
Why?
Because the world's biggest and most powerful institutions keep adopting crypto rails, stablecoins and tokenization anyway. They'll always prioritize what's best for their business.
The banking lobby might be powerful, but it can't win against the entire capital markets and economy behind this. The US knows it has to serve them right, one way or another.
Sorry Dems, but nothing is going to stop this train.

The Clarity Act didn't get the votes it needed to advance.
Democrats will regret this. but so be it.
for now, I'm just glad we can finally move on. this industry has to become too big and too inevitable to ignore, and sooner or later it happens anyway, with or without them.
give it a few days until people forget, and then we go higher.

Big day today. The Senate vote on the Clarity Act is scheduled for roughly 10 hours from now.
Democrats are already verbally rejecting the Republican draft over eThIcS cOncErnS, Polymarket odds have collapsed, and the market is fully pricing in a negative outcome.
Regardless of the result, I'm looking forward to the vote either way. It means we can finally get past it and move on to focusing on much more important things.
If it doesn't pass, we get the equivalent pro-crypto regulation from the SEC instead. And if we don't, Democrats will be the ones responsible for handing away the US's leadin

It's not just that the Clarity Act isn't priced in. I'd argue the opposite is priced in, and the market is already expecting the Senate to not pass it.
If it doesn't pass tomorrow, I expect it to be a nothingburger, and the SEC will move fairly quickly and aggressively with their own pro-crypto regulation instead.
If it passes, it's a massive surprise, and the market reacts accordingly to the upside.
either way, we win.

the new Clarity Act text that dropped last night is the strongest version we've ever seen.
126 changes requested by Democrats, incorporated. an ethics clause that now mirrors almost the entire bipartisan Tillis-Gallego proposal. Trump agreeing to some of the strictest ethics restrictions in US history on himself and every federal official.
they bent over backwards to meet every reasonable objection. so I genuinely have to ask:
who's left to disagree?
it's time to end this theater. everyone with a functioning brain knows this bill is good, not just for crypto, but for the entire US to lead thi

one of the biggest predictors of a founder making it isn't intelligence or vision.
it’s intellectual honesty.
meaning they're honest enough to admit when they're wrong, recognize their mistakes, looking for solutions and actually take constructive feedback.
I've watched too many talented founders running their company into the ground while insisting it's all part of the plan, heading for a slow, obvious death and spending all their energy denying it.
ego has killed more startups than competition ever could.

wait the top traders on the fomo leaderboard, sitting on 8 figures profit and supposedly never having sold a single token, had side wallets all along?
the same guys who can 10x any token just by buying it?
what an absolute, unforeseeable shock.