Good read.

Remember when the SEC and the CFTC hated us? This is like crypto’s She’s All That moment

Crypto Twitter has been debating whether Layer 1 blockchains should be "valued" using price to sales like Amazon or Microsoft. It makes for good drama and a good thought exercise, but it misses the real issue. Santiago R Santos Haseeb ＞|＜

Strong note from TS Lombard pushing back on the 2026 consensus. When forecasts start to feel boringly aligned, it’s usually a warning sign, not a comfort blanket.

Great post 🦾

🥐rumbs

Ratioooooo!!! Pun intended 🤣🤣🤣

Listened to the 2026 Predictions pod w/ Michael Anderson & Vance Spencer. Felt like a near-perfect echo chamber for how I’m thinking about crypto + investing right now. Rare, and honestly refreshing.

Non profitable tech led in 2025. Crypto didn’t. That divergence matters because crypto often trades like the highest beta corner of non profitable tech and that relationship broke late in the year.

Fire thread

Merry Rektmas

Crypto feels heavy right now, but it’s worth zooming out. When you step back and look at the broader macro tape, the backdrop is far from bearish. What we’re seeing looks more like rotation and digestion than risk-off. Let’s walk through the charts 👇

Hot take that shouldn’t be controversial: Crypto isn’t dying because it failed. It’s dying because it worked. The rails are escaping the bubble, and the identity is getting left behind. 🧵👇

Deutsche Bank’s 2026 outlook is called “Anything But Dull” and that feels exactly right. After years of macro dominance, regime shifts, and narrative whiplash, markets are entering a phase where volatility isn’t a bug, it’s the feature.

What stands out isn’t any single prediction. It’s the convergence. Stablecoins moving from novelty to default rails across cards, B2B payments, loyalty, and margin. That’s infrastructure maturity, not speculation.

Amen, brother.

Crazy to read about all the changes in one go. Why are we bearish again?

Epic thread.

Web3 is often framed as a binary choice. Fully decentralized, or stuck with centralized platforms. That framing makes for clean narratives. It also misunderstands how institutions actually adopt technology.

Everything feels fake now. Fake content, fake engagement, fake products. Plastic and bits.