Simonon

One of the biggest problems in crypto is that most founders optimize for momentum, hype and narratives.
Not just to list at the highest possible FDV, but also to feed their own egos.
If you’re building something people actually want, timing shouldn’t matter. At the same time, all the hype in the world is worthless without fundamentals strong enough to sustain it.
Founders need to invert this again: focus on fundamentals first, instead of trying to optimize for cycles, altseasons or other short-term nonsense.
That’s how you get real price performance and, ironically, more hype and momentum than

gm to absolutely everyone except those we lost on the way
Precious metals down, crypto up.
Only the beginning of the great risk rotation of 2026.

The last time gold and silver had comparably strong rallies was in 2020.
Shortly after, Bitcoin ran like 10x, followed by one of the most insane altseasons ever.
It might feel hard to imagine right now,
but I wouldn’t be surprised if something similar plays out next year.
Funny how all the signs are there, yet most people are still in disbelief.

This year’s real win:
Stopping the urge to redefine every random vertical and focusing on disrupting and expanding finance.
Less noise, more progress where it actually matters.

gm to absolutely everyone being bullish on 2026, no matter what prices do.
Ironically, that’s exactly why you’ll make it.

I really only have one prediction for 2026. And in my opinion, it’s the only one that actually matters:
The crypto industry will keep making massive progress on all fronts. And by the end of 2026, we will have far stronger fundamentals than we do today.
This will happen on all various fronts.
Stablecoin supply and adoption will keep growing, slowly but surely becoming core financial infrastructure.
More institutions will move from watching to allocating, and from allocating to building.
Regulatory clarity will continue to improve, continue to remove uncertainty and accelerating tailwinds.
Buil

gm to absolutely everyone except those who aren’t celebrating Christmas tonight.
Go touch some grass and enjoy the holidays with your loved ones.
A few days left to recharge before things really kick off in 2026.
Gonna be fun.

gm to absolutely everyone except AAVE Labs
Let the token accrue all the value or gtfo

gm to absolutely everyone except those still blindly chasing ICOs in the hope of a quick flip.
Step up your game, do some proper DD and invest in real fundamentals.
Otherwise, kindly stop whining about losing money.

Just got back from a haircut and my barber told me he’s buying $DOGE because it’s at $0.13 while Bitcoin trades at $90k.
We haven’t suffered enough.

gm to everyone except the people complaining that the 4 year cycle is dead.
What’s coming next will be far better.

Just got off a call with the CEO of Neura Robotics.
It genuinely feels like one of the most innovative and fastest-growing companies I’ve come across in my 10 years as an investor.
Right now, it seems like there isn’t a single serious global company out there that isn’t going all-in on robotics.
The race for physical AI has started. It’s the only real path to solving structural issues like demographics and productivity, and to growing the pie again without relying on endless debt.
The 2–3 companies that win this race will become multi-trillion dollar businesses.
In believe Neura will be one of