Simonon

A huge issue in this industry that’s still barely discussed is that most founders don’t care about building a real product.
Because for them, the token is the product.
You wouldn’t believe how often founders have flexed in DMs or calls about how much money they make by trading their own token treasury with market makers.
The entire system is propped up by deeply misaligned incentives:
- Exchanges: enable this extractive behavior in the first place, so you can take a massive cut of the total supply
- Market makers: this is essentially their entire reason for existing
- KOLs: get paid to hype t

9 out of 10 crypto VCs I'm talking to right now aren't investing because of "market conditions".
Calling yourself contrarian while only deploying in bull markets is literally the most crypto thing ever.

gm to my 7 followers who still care about crypto
CT hasn’t felt this dead in a long, long time.
Bullish.

Too many people still think crypto is about technology.
It isn’t.
It’s about creating the largest wealth transfer mechanism in human history.
The Cambrian explosion of new financial applications, use cases and entirely new markets that will emerge from this is still beyond what most people can imagine today.
What comes next will be a ridiculous playground for those investors and builders that have the necessary conviction and long-term vision to see it.
The Golden Age is right in front of us.

The moment you’re embarrassed to tell people you work in crypto is historically the exact moment you should be deploying every dollar you have.
Social discomfort has always been the most reliable alpha signal in this industry.
Are your friends and family laughing at you yet?
Good.

The same people fudding MegaETH right now are the exact ones who don’t care about the ecosystem and would dump the $MEGA token on day one anyway.
The right timing for a TGE has nothing to do with bull or bear markets, and it definitely shouldn’t be driven by hype or narratives.
The right timing is when there is real adoption and real traction, when actual value is being created in the ecosystem. Combine that with tokenomics that properly accrue this value to the token, and you end up with something that can actually perform sustainably.
Because let’s be honest: a fast pump & dump so ICO invest

gm to the 7 people out there using the power of AI for something actually useful.
I appreciate you.

If you knew you were 100 failures away from your goal, imagine how excited you’d be every single time you failed.

gm to my 7 followers who haven’t pivoted to AI, robotics or Pokémon & OP cards yet
You should be proud of the unique conviction and patience you’ve shown.
Our time will come, and it will be glorious.

I’ve spoken to at least 5 major VCs and industry insiders this week who either doubt the market will ever fully recover, or have already exited and shifted their focus to AI and Web2 equities.
The great cleanse is almost over.
Then we go much higher for much longer.

gm to my 7 followers who refuse to believe it’s over for crypto.
Don’t get distracted by the noise, which is actually the signal.
The more people give up, the bigger and more glorious the eventual win will be for you.
Don’t let anyone tell you otherwise.
Keep going champ.