the simplest long-term bull case for SOL is that whatever the next big new trend is, it will probably happen on Solana whether its creator streaming, collectibles, onchain equities, next-gen prediction markets, or whatever else, its just the best place to build apps today

The best crypto founders are: – Obsessed with distribution – Paranoid about unit economics – Allergic to fluff

Wow! Hyperliquid generating more net income than Nasdaq Exchange Whatever your position is on web3, it’s impossible to argue with adoption like this

Crypto investing is: • 80% timing • 10% team • 10% not funding your friend’s DAO

There are only 3 ways a token accrues value: • Fees • Demand for access • Speculation Everything else is marketing.

The best founders don’t explain the TAM. They make you feel it’s inevitable.

The psychological shift after 25+ angel checks is wild: • You stop obsessing over every founder update • You start spotting patterns • You learn who builds through pivots vs who ghosts when it gets hard That pattern recognition is where the real edge lives. But you don’t

One founder I know runs their company more like Jensen Huang than a “textbook CEO.” • 25 direct reports. • Weekly reviews of every feature. • Personally rewrites copy before launches. Advisors tell him: “Hire a COO, step back, focus on strategy.” Instead, he’s in the

Narrative is the product until product becomes the narrative.

Dear founders, It's a good time to sell your company. Love, Brian.

A great cap table is underrated leverage. A bad one is a ticking time bomb.

If you hear “we just need a little traction before we raise,” they probably won’t get it.

2023: Every application needs an L2 2024: Every application needs a chain 2025: Every application needs a neobank

The best founders do things that don’t scale. • Airbnb took photos of apartments • Coinbase onboarded users one at a time • The best crypto infra CEOs are still rewriting docs themselves It looks inefficient. But it creates velocity. Scale comes later. Early on,

Paul Graham said most startups are default dead. In 2021, that was fine, capital was infinite. In 2025, it’s a death sentence. If your survival depends on the next round, you don’t have a business. You have a countdown clock. Default alive is the only strategy that matters.

Every model upgrade needs exponentially more compute. That’s why $NVDA, $AMD, $ORCL, $NBIS, $IREN & $CRWV keep seeing demand ramp since the intelligence economy is scaling faster than the infrastructure built to power it.

Everyone builds in bull runs. The real monopolies get built when no one’s watching. Why? •CAC drops •Hiring gets cheaper •Noise disappears Uniswap, Aave, and OpenSea all started in bear markets. In crypto, bull runs create users. Bear markets create empires.

Startup CEO: 90% perspiration; 10% inspiration Scaleup CEO: 90% inspiration; 10% perspiration

Every startup says: “We have the best user experience.” But great UX is table stakes. Category-defining UX makes the user obsolete. •Google made search effortless. •Uber made transportation invisible. •AI will make interaction optional. If your UX relies on users doing

If you are a crypto investor today, what would you back? A. 10 new chains promising speed and throughput? B. 10 infra companies quietly powering everyone else? Let’s run the math: Chains: •10 chains x $100M FDV •Even if 1 hits $10B → 100x return •But 90% of tokens go to