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disagree. pumpfun already made enough for multiple lifetimes. their VCs and tiny team 100x’d on their investments a long time ago. revenue might be down, but they printed historic numbers in 2024-2025 (Over $600M). the token isn’t about survival, it’s about milking what’s

bitcoin

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prediction markets are the future. since the elections, the noise faded but this partnership between X and Polymarket is about to open a whole new frontier for truth. nothing reveals social consensus better than where people are willing to put their money.

most successful crypto products start off as kind of illegal from coinbase to circle to polymarket to uniswap to hyperliquid if nobody thinks the product is a little illegal, it's probably not that interesting this is only natural - crypto exists to skirt around incumbent

the mindshare game is starting to feel a bit redundant. same type of apps, same AI wrappers, just powered by kaito but launched on different chains.

the 2017 class probably lived through the most trauma in crypto. the lies were massive. 100x ICOs day one, passport-KYC farming, and every project claiming to “fix” finance, solar, or logistics with blockchain. no due diligence, just aping. half the exchanges vanished,

everything in bitcoin is underrated and underpriced. especially bitcoin defi. the pieces are coming together. something’s cooking and it smells like the next cycle’s alpha.

facts. this is the trinity for the next cycle. ignore the noise, build presence in these early.

crypto never forgets who left. every cycle, a few companies rise up in crypto promising to change the system. they talk like us, build for us, and we rally behind them. then they hit a certain level… and take the TradFi exit. a lot of them go public and trade ethos for

8 years in crypto and the saddest flex is having money but no health. i'm at the age where i’ve seen people make it, then crash hard physically. take care of your body. the bags won’t matter if you can’t enjoy 'em.

Some teams in this space truly are stacked and we sometimes forget that behind some of the most successful projects are gigabrains. HL founder Jeff: > Won Gold and Silver Medals at the 2013 International Physics Olympics > Graduated from Harvard University > As a stock

unpopular opinion: the myth of ancient BTC whales waiting to ape into ordinals and runes is wildly exaggerated. what brings volume back to Bitcoin isn’t ghosts, it’s culture, innovation, and community. rethink your thesis if that’s the main reason bringing you to btc.

What if this cycle is the exact same as all the prior ones. Everyone overthinks and says this times different and we just top Q4 2025. Meaning another 6 months of degeneracy and fun?

alkanes feels like the early days of brc20, runes, and ordinals. its raw, experimental and full of potential. every cycle of building on bitcoin gets sharper. the more we push the limits, the more inevitable it becomes that the bitcoin community is not to be messed with.

thoughts: the Base narrative seems really forced and anyone I know that isn't paid to shill loses interest once they look into it.

circulating cap of ~$15B with a ~2-5% annual emissions pace from community allocation is actually conservative compared to other L1s.

alkanes are gaining a lot of momentum. i'm looking forward to the day we have a smooth, successful Bitcoin coin trading experience. while it’s not easy now, that day is coming. the money’s already on Bitcoin and the tech is catching up fast. just here to enjoy the ride and

people forget how early $TRAC was. pushing fungible tokens and advancing defi on bitcoin before it was cool. back when BRC20s were chaos, Beny & the tap protocol team welcomed devs, shared knowledge, and helped projects build. that energy is missing today. let’s bring it back.