Simonon

If you’re still here for the "get rich quick" version of crypto, I’ve got bad news for you: that era isn’t coming back.
If you’re still here because you fundamentally believe in where this industry is going over the next 5-10 years, I’ve got great news for you: the best is yet to come.

Nobody wants to say this, so I will.
Trump's memecoin is the currently the biggest obstacle to crypto regulation right now.
The CLARITY Act is stalling because of it. Democrats are using his gala dinners and billions of evaporated retail wealth as ammunition to demand ethics clauses that could delay or kill the bill entirely.
The "pro crypto president" is actively sabotaging the legislation this industry needs most, just to further fill his own bags.
And the reason nobody in crypto calls this out?
Because half the industry's most important people were at that dinner on Saturday. Smiling, clap

Not giving up and surviving the past few years might end up being the greatest achievement of my career.

Funny how everyone rages against Polymarket insiders while completely ignoring the fact that prediction markets literally can’t function without them.
Hate it or not, but insiders are what make prediction markets accurate. That’s the whole point.
Remove them and you don’t get a fairer market, you get a useless one.

Hyperliquid has won perp DEXs.
Tether and Circle have won stablecoins.
Solana and Base have won the chain wars.
Polymarket and Kalshi have won prediction markets.
I could go on with this list, but you get the point:
As we mature as an industry, winners are consolidating, and it's already happening as we speak.
There are only two ways to win moving forward:
1) Accumulate the winners for as long as you can.
2) Start looking for actual 0-1 innovation where there is no defined winner yet.
But one thing is for sure, the stupid era of chasing long-tail copycats to make bank off the success of othe

First, we were fighting banks.
Now they’re joining us.
Then, it was the regulators.
Now they’re embracing us.
The final resistance is the CEXs, those with the most to lose, and every incentive to protect their position at the expense of the entire industry.
You know what happens next.

Just had one of the most exciting update calls ever with one of our portfolio companies.
While toxic CT and burnt-out pessimists keep claiming the industry is dead, the progress happening behind the scenes, from teams with real vision and long-term optimism, is unlike anything we’ve seen before.
It may not be visible to everyone yet. But we all know how quickly this market can flip with just 1–2 catalysts, and how a steady flow of strong news can then all of a sudden trigger a cascade that sends things parabolic again.
Trust me when I say there are countless catalysts being built right now beh

Everyone says crypto VC is dead.
Meanwhile some of the best founders I’ve ever met are currently raising at reasonable valuations, with real products and actual track record / revenue.
Crypto VC isn’t dead. Much more so is it a paradise for investors with conviction and a time horizon longer than that of a goldfish.
Ridiculous how little it takes to have an edge right now.