Simonon

The best communities in crypto were never incentivized. They never needed to be.
I know most of you hate hearing this, but airdrops were one of the dumbest things this industry ever normalized. Billions of dollars spent to bribe people into clicking buttons they never would have clicked otherwise, just for them to dump the token and never come back.
And don't come at me with Hyperliquid. Absolute exception. One that only worked because @chameleon_jeff built a product people genuinely want to use, one that prints revenue with or without an airdrop. Take the airdrop away and Hyperliquid still wi

Wanting to be liked is the most expensive habit in business. It makes you say yes when you should say no, hire for comfort instead of competence, and avoid the hard conversations that actually move things forward.
The best founders I know either didn’t ever have that weakness or killed it early in their career.
The rest stays stuck because they’re too busy trying to please everyone.
I’ll never understand why anyone cares about the opinions of people who are holding them back anyway.

Everyone loves to cry about how they would’ve been a multi-millionaire by now if they had just bought Facebook, Google or Airbnb in the mid 2000s.
Cool.
Crypto is literally giving you that exact same chance right now. A new financial system being built from the ground up. Most assets-90% below highs. Fundamentals stronger than ever. Institutions racing on who can adopt it the fastest.
And what are you doing?
Sitting on the sidelines doing the exact same thing people did when Facebook was “a website for college kids” and Airbnb was “strangers on air mattresses.”
Doubting and waiting for confir

Unpopular opinion:
Most likely we are already in a bull run, but it won't ever feel like a bull run again.
Cycles are dead. There won't be a 3-month mania anymore where everything 100x's and your barber asks you about altcoins.
It'll be stablecoin volume quietly doubling. RWA TVL hitting $100B without a single CT thread going viral about it. Crypto companies posting actual earnings. Boring products serving real people in real markets.
It will be slow and hardly exciting for most.
But it will be steady, sustainable and it will be compounding long-term.
Most of you will miss it because of your

Seeing crypto natives leave the industry after getting everything they wished for over the last decade is honestly pathetic.
Pretending to revolutionize finance while everything they ever actually wanted was playing online casino.
The best thing that has happened to this industry is that these losers are leaving while we're replacing them with smart money and multi-billion dollar institutions that bring the right mindset.
Crypto as the Wild West we've been used to over the last 10-15 years is dead. Just accept it.
Crypto as the revolution to bring 24/7 finance onchain, making all kinds of asse

If you never really fucked up, then you never really tried.
The only thing blocking you from success is you.

If you’re a founder and frustrated about the current fundraising environment, just remember:
OpenAI raised $122 BILLION while losing the race to Anthropic.

AI won't just disrupt startups, but it will also disrupt the investors behind them.
When founders can ship world class products with a fraction of the capital in much more compressed time windows, seed rounds and Series A slowly lose their purpose.
What's left are going to be two extremes:
Tiny, hands-on pre-seed funds that act like extended team members. And massive mega funds that can buy you what AI can't: distribution.
But everything in between, those mid-sized funds just passively writing checks, are getting squeezed out.
The barbell is coming, and 9 out of 10 VCs aren't on either end of

Broke: being obsessed with market conditions
Woke: being obsessed with your product and customers
The irony: if you get the second one right, the first one takes care of itself.

When it starts to feel more exciting to follow the S&P 500 or oil futures than crypto, something is very wrong.
Or very right.
Because every time this happened before, it was the exact moment before everything changed.
And it makes sense. This is when the last speculators finally tap out. The airdrop meta is dead. The memecoin casino closed. The KOL deals dried up. There’s nothing left to extract, so the extractors and shillers are gone.
Just sideways charts and a timeline so quiet it makes you question why you’re still here.
And I get it. I feel it too. No one is going to pretend this isn’t t

Investing is a game.
I’m in it to win.
I’m fully aware that I could lose.
But if giving up were even slightly an option, why would I have started playing in the first place?