@jacek

gm degens 🫡 crypto native is going through a rough patch. after 10/10 last year, alt volumes have fallen close to all-time lows. most of the new money is institutional, and it’s flowing into the big four: BTC, ETH, SOL, HYPE. everyone’s trying to catch the latest narrative, squeeze a few dollars out of it, and jump overboard before the next person does. i’ve learned not to take the timeline too literally. when everyone says the ship is sinking, it’s worth stepping back and asking whether it actually is. from where i sit, this feels less like the end of crypto native and more like the eye of the storm. we’ve been here before. the noise fades, the cycle turns, and the builders who kept going are still standing. some have moved to AI. others are building crypto as invisible financial plumbing. but i keep coming back to a simpler bet: people will spend more of their lives onchain. not because they care about wallets, bridges, or USDC transfers. because they’ll want to hang out, trade, play, speculate, create, and do all the weird, wonderful things people already do on the internet. that’s what keeps me excited. so if you’re building, keep going. if you’re chasing every 48-hour narrative, take a breath. a scared crowd is rarely a good compass. when the storm clears, attention and capital will find their way back to the things being built onchain. we’re betting on that future at POV.co 👀 the best time to build rarely feels like the best time to build. back to work. 🎩

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