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

gm to absolutely everyone reading this.
It means you’re still here, still believing and never giving up.
Keep going champ. Next year is going to be great for you.

If you’re a founder of any kind, the worst thing that can happen to you is indifference.
Make people talk about you, may it be for better or worse.
But how can your protocol be worth anything if you’re not even worth talking about?

gm to my 7 followers who haven’t given up yet, and never will.
2026 will be your retirement year and you will have earned it.

I spoke to at least a dozen of investors and VCs this conference who are quietly disengaging.

Most aren’t doing long-term venture anymore.
Many pivoted to liquid strategies, some have even become traders now. Others position as liquidity providers targeting 10–20% annual yield.
A few are stepping away entirely, choosing to build, or to even leave the space.
Less dumb money = fewer opportunistic builders = fewer extractive projects.
Good.