Simonon

After 100+ investments and probably 500-1000 founders pitching me, I can say this with confidence:
Tokenomics rarely tell you anything meaningful about the project.
But they tell you a lot about the founder.
• High FDV → ego & greed issues
• Dual equity/token structures → sees crypto as a cash grab
• Over-engineered vesting → low confidence in the product
• Massive airdrops → no real GTM, hype over longevity
• Over-engineered tokenomics → no product
I could go on with this list forever, but you get the point.
Well-designed tokenomics are nice to have, but almost never the reason a project succ

gm to my 7 followers who are still bullish on ETH and fundamentally strong altcoins after all.
I appreciate you.

gm to absolutely everyone except those being bearish on 2026.
Big year ahead, let’s make the most out of it.

Happy New Year from Germany everyone.
Wishing us all a successful and mind blowing 2026.
Higher.

Last day of 2025.
A year that could not have been stranger and certainly not the year most of us had hoped for.
A year of extremes, with major wins for the industry, yet simultaneously one of the worst years sentiment and price wise.
Fundamentally, it was likely one of the best years we have ever had.
The regulatory environment turned from a witch hunt into an active embrace of our industry, the Genius Act sent stablecoins into escape velocity, prediction markets gained mainstream attention outside of our bubble during the elections, some of the largest institutions in the world are no longer

gm to absolutely everyone who made it through 2025.
This year was about surviving.
Next year will be about winning.
Fun times ahead for those still around.

gm to absolutely everyone except those buying $LIT at a $3B valuation.
Overvalued.

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