A thesis for ETH this cycle 1. There is no (VC) infra play this cycle. Last cycle there were new alt-L1s (and some L2s), but I haven't seen a lot of new L1s since then. Infra is "done" (obv not completely done, but enough that VCs don't fund any dogshit chain) and the competition will be less this time around.

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I've posted some thoughts about the issuance changes/ EIP-8363 on r/ethereum. (https://www.reddit.com/r/ethereum/comments/1vqiuo7/comment/p46zlxk/) I don't think it's the right timing to change issuance now and it feels like L2s 2.0 to me. ETH needs to win first, then we can optimize.

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So are you excited for 12 months of chop? 🆙⬇️

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Quick question. Is my 55k BTC limit order too high or too low?

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I have been saying this for a long time. Yes, i am likely midcurving this since i dont have the skills to really understand the roadmap and technical development for the bexz decade. But everything i have learned in my professional life says „if you dont move you die“. At least i am not midcurving alone 🙏 https://x.com/trent_vanepps/status/2027463177806532780?s=46&t=YfmV111XTneWp8pMn5zaLA

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I have bad news. We got rugged… The "Memecoin Supercycle" wasn’t a bull market. It was a distraction mechanism. To the retail eye, late 2025 looked like a mania. To the institutional eye, it looked like a demolition. While the market was hyper-focused on high-velocity speculation, a quiet "Filtering Event" was engineered from Washington to Wall Street. I’ve spent the last week tracing the forensic capital flows, and the pattern is undeniable. We aren't witnessing deregulation. We are witnessing Hedgefundization. The "Open Finance" era is effectively over. It has been replaced by a two-tier caste system: ✔️ The Bank (Tier 1): Gated, sovereign-aligned yield elite. ✔️ The Casino (Tier 2): Unregulated, negative-sum for retail. ✔️ The Middle: Starved. In my latest Deep Dive, I connect the four "Non-Obvious Dots" that prove this thesis: 📍 The Geopolitics: How the "China Crypto Ban" forced the US to weaponize Stablecoins as a sovereign debt sponge. 📍 The Personnel: Why Commerce Secretary Howard Lutnick managing Tether’s T-Bills is the most critical signal of the decade. 📍 The Checkmate: How pardoning CZ wasn’t mercy—it was a strategic move to break Coinbase’s domestic monopoly. 📍 The Harbinger: Why the Jan '26 ADL Cascades were the structural "Proof of Failure" the government needed to gate the system. The "Aha" Realization: Survivability is no longer a function of Code. It is a function of CAPEX. If you are an allocator, a founder, or a builder, you need to understand the new Unit Economics of "Post-Gensler" world. The moat isn't technology anymore. It's the $200k+ cost of compliance. Read the full "Anatomy of the Great Filter" below. 👇 https://www.linkedin.com/pulse/hedgefundization-digital-assets-2026-market-structure-zach-harris-aqzle/

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Let me translate: phantom will show adds in 6-12 weeks when salami understands that this is the new MEV. https://x.com/maxresnick/status/2012307962778329201?s=46&t=YfmV111XTneWp8pMn5zaLA

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Some market makers really were hit hard on 10/10 and dont seem to operate anymore. The US starts a war and… our coins are UP on the news?

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If you listen to podcasts, read the news and aren't bullish _longterm_ I don't know what to tell you.

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Is it still an ICO if there were several VC rounds before?

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UNI potentially activating the fee switch is great. Not so much for UNI itself, but more as a signal for the industry. Uniswap needs to evolve via v4 to make it, HL/ HYPE is still 8x bigger in terms of price. Fees will not save Uniswap, only a better product on top of the protocol will.

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Check out this market on Policast, with this sudden dip on btc and eth, the outcome of the next FOMC might the most important one this year imo, it’s either we’re cooked for real or we’re back.

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Can you smell it?

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Selffullfilling prophecies are cool („uptober“) until they are not (4 year cycle)

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V-shaped recovery starts now… (I am just kidding, this is going to (1000)0)

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