Simonon

Pretty strong bounce in the market today, almost back to where we were before the US and Israel struck Iran.
The fact that crypto was literally the only market where you could financially express this geopolitical event over the weekend says a lot about how exhausted sellers and bears really are.
The people and institutions still here are builders, visionaries, permabulls and true diamond hands.
No matter how painful the last 12-24 months have been, the cleanse has been highly effective.
Even if you can’t see it right now, if you haven’t given up, you’ll sooner or later be incredibly grateful

Completely independently of whether it’s justified or not:
The fact that the US can invade a top 20 country in terms of population and military power, and just overthrow its government within half a day is…
frightening.

Completely independently of whether it’s justified or not:
The fact that the US can invade a top 20 country in terms of population and military power, overthrowing its government within half a day is…
frightening.

I’m sick of scrolling through my timeline, war everywhere.
What’s even more disgusting is watching people try to capitalize on it, celebrating their Polymarket wins.
There are no victories when humanity is the one losing.

Just made a larger bank wire from Germany to the US.
The bank immediately called me and asked me to justify what I want to do with my own money.
Even after I explained it, they said the transfer would first have to go through a security check before they’d release the funds.
Expected ETA: 1 week
Fees: $2,500
Gosh, am I bullish on crypto.

My biggest learning over the last years in crypto:
99% of alpha is simply not doing something stupid.
Not the perfect entry. Not the secret call. Not the insider information everyone is looking for.
Just not chasing narratives, not overleveraging, not rotating into garbage out of FOMO, so that when the real opportunity appears, you have the capital and conviction to go all in.
Nothing's worse than missing that one real opportunity we're all here for.

gm to absolutely everyone except the shady market makers out there
Gtfo and let us run.

Bull cases for AI coming to crypto:
- Billions of new users
- Trillions in stablecoin growth
- Quadrillions in transaction volume
Bull cases for crypto coming to AI:
- Regulatory arbitrage
- Verifiability
- Programmability
- Accessibility
- Permanent availability
- Composability
Two mega trends, each the other’s biggest catalyst.

The more I think about it, the more obvious it becomes that AI may be the strongest bull case for crypto.
Far beyond anything we’ve ever imagined or hoped for.
This is no longer about bringing finance onchain to make existing systems more efficient.
It’s about building the financial rails for an entirely new (agentic) economy, one that will have orders of magnitude more participants than the human economy could ever sustain.
What has been a vision or a dream for us will become a necessity for AI.
Many people are already painting the devil on the wall, warning about software, white-collar jobs,

gm to absolutely everyone except those panic-dumping the market over June 2028

Yahoo vs Google was the greatest fumble in internet history.
ChatGPT vs Claude will be the greatest fumble in AI history.