Simonon

My biggest learning over the last years in crypto:
99% of alpha is simply not doing something stupid.
Not the perfect entry. Not the secret call. Not the insider information everyone is looking for.
Just not chasing narratives, not overleveraging, not rotating into garbage out of FOMO, so that when the real opportunity appears, you have the capital and conviction to go all in.
Nothing's worse than missing that one real opportunity we're all here for.

gm to absolutely everyone except the shady market makers out there
Gtfo and let us run.

Bull cases for AI coming to crypto:
- Billions of new users
- Trillions in stablecoin growth
- Quadrillions in transaction volume
Bull cases for crypto coming to AI:
- Regulatory arbitrage
- Verifiability
- Programmability
- Accessibility
- Permanent availability
- Composability
Two mega trends, each the other’s biggest catalyst.

The more I think about it, the more obvious it becomes that AI may be the strongest bull case for crypto.
Far beyond anything we’ve ever imagined or hoped for.
This is no longer about bringing finance onchain to make existing systems more efficient.
It’s about building the financial rails for an entirely new (agentic) economy, one that will have orders of magnitude more participants than the human economy could ever sustain.
What has been a vision or a dream for us will become a necessity for AI.
Many people are already painting the devil on the wall, warning about software, white-collar jobs,

gm to absolutely everyone except those panic-dumping the market over June 2028

Yahoo vs Google was the greatest fumble in internet history.
ChatGPT vs Claude will be the greatest fumble in AI history.

People hating on MegaETH while they’re doing literally everything right is the ultimate proof:
The biggest problem isn’t them, it’s us.
First step to healing this industry is getting expectations back in check.
Everything else comes after.

gm to my 7 followers who got rugged, rekt, and ridiculed - and are still here.
You can’t teach that kind of stubbornness.
And you can’t beat it either.

What people get wrong about AI:
It won’t eliminate jobs. It will eliminate mediocrity.
If your only value was showing up and doing average work, you’re already being replaced.
Deep down you know it and that’s why you’re scared.

gm to absolutely everyone who hasn’t been replaced by Claude or other AI assistants yet
Seems like you actually have skill.

Imagine you spent your whole life climbing a career ladder that AI is about to wipe out.
Not in 10 years. Now.
Dark times ahead for those who never figured out who they are without their work.

gm to absolutely everyone except Optimism.
The idea of a superchain was cool, but Base just killed that fairytale.
When will crypto people finally understand that there’s no such thing as “ecosystem alignment”?
There are only businesses doing business.