Simonon

Almost 10 years ago I got into crypto with a few hundred bucks I borrowed from a friend because I was a broke student.
Today I’m managing my own fund, investing alongside some of the most respected names in the space, and working with some of the most brilliant builders I’ve ever met.
How could I ever not love this industry?

Congrats to all the champs who camped only 5 days for an AP x Swatch Royal Pop for a quick 1-2k profit.
Meanwhile all the other losers out there just went to work and invested in their long-term future like absolute clowns.
Couldn’t be you.

Crypto will create more wealth in the next 10 years than it did in the last 10.
But this time it’ll go to the people who deserve it, to those with real conviction and patience.
Not to the mercenaries and farmers who confused being early with being smart.

Something interesting is happening with the Hyperliquid ecosystem.
About a year ago, shortly after HYPE did its TGE, I had quite a few projects reaching out for funding building on Hyper. Almost all of them were just trying to chase the hype: lack of innovation, low-effort copycats with low-conviction founders. I didn’t take most of them seriously and, unsurprisingly, none of them are around anymore.
That’s slowly but surely shifting.
Recently a significant portion of our deal flow is actually decent founders coming up with genuinely interesting ideas on top of Hyperliquid, some even with exis

A founder in my portfolio just told me something that made me smile:
Every single competitor in their space is either already dead or about to die, as they’re running out of money.
Meanwhile they’re profitable and growing, even if their token looks dead af.
This is what bear markets are designed to do. Kill the weak and hand the entire sector to whoever survives.
The next cycle will be won by the last ones standing. And the irony is that most of them are standing right now while you’re scrolling past their tokens at all time lows.

Regulators will happily let you buy pre-IPO shares through three layers of shady SPVs, offshore entities and WhatsApp brokers with zero transparency on what you actually own.
But tokenized equity that would be accessible to everyone onchain with verifiable ownership, transparent cap tables, programmable compliance and no intermediary risk?
Nope, can’t have that.
Wild how the system that’s supposed to protect investors is the same one keeping them in the dark.
This is one of these things that will look ridiculously obvious looking back in a few years.

The best businesses I’ve ever seen were built by people who had every reason to quit and didn’t.
Just imagine how many of these the market produced over the last few years.

Not sure who needs to hear this, but we have been winning for the last months/years, even if it didn’t feel like it.
There’s never been a better time to be optimistic about the future.

No signs of slowing down for Collectible Capital Markets.
Raising $200K to tokenize museum-grade dinosaur skeletons and make them globally accessible. Already 33x oversubscribed and wouldn’t be surprised if this one ends up with $100M in commitments.
That’s what happens when you combine ownership of sought-after collectibles with global capital formation and transparent, fair tokenomics.
This is just the beginning, expecting this trend to continue as hundreds of billions worth of collectibles will move onchain.
That’s the future of collecting.

Not trying to jinx it, but something is shifting in the market right now, even with altcoins.
Coins randomly pumping 20-30%, energy and optimism slowly returning, timelines waking up after months of silence.
We’ve been bleeding at the bottom so long people forgot what momentum feels like. But don’t make the mistake of letting bear market PTSD blind you to how quickly things can flip once reflexivity kicks in.
Months of boredom, then everything at once.
If I am right then we have some very exciting months ahead of us.

Crypto doesn't need another "pragmatic" take from someone who bought the top and sold the bottom.
Everyone wants to be the smartest person in the room right now. Finding every flaw, predicting every crash and calling everything a scam. Essentially just trying to find reasons to justify passing on that investment they have on their radar.
The best investors I've ever met never operated like that. They looked at the world and asked "what if?" while everyone else was asking "what's wrong?"
Pessimism sounds smart, but it's optimism that actually makes money.
And I've never been more optimistic tha