Opinions are my own NFA
Web3
Joined October 2021
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If crypto prices remain low and stable for a while it may trigger an NFT bull. Trading cards are in a bull market, NFTs could be next
Ace 🌕 retweeted
there’s legitimately no blockchain even close to solana
the biggest risk to sol is their UX moat getting neutralized with rise of crosschain apps like fomo/relay
regardless, out of all the L1’s… SOL clearly had the most battle testing with real scale this whole cycle
it became the default
and in crypto the only way to replace a default is to be 10x better for a long stretch of time
building anywhere but sol inherently carries leveraged bet on the L1, which new builders rarely want to take
Ace 🌕 retweeted
Did you think they would make it easy to disrupt 7000 years of money, 4000 years of property rights and ownership, and 423 years of capital markets?
Just gonna show up with a wallet and click your way to freedom?
The system upgrade is in progress.
It’s still day 0.
Don’t wanna miss this, last chance to get them!
The Jeff Hamilton Jacket is LIVE NOW!!
There are 2 seperate raffles for the 2 sizes available 👇
Medium: degods.com/dusties/jacket-me…
Extra-Large: degods.com/dusties/jacket-ex…
If Coinbase says so it must be true
October’s sell-off wasn’t the end of the cycle—it may have been the reset it needed.
Excess leverage is flushed, fundamentals remain intact, and institutional players are quietly rotating back in. Smart money is clustering around EVM chains, RWAs, and yield protocols—pointing to selective re-risking, not retreat.
Key takeaways:
• Leverage is cleaner, but liquidity gaps remain.
•Capital is rotating, not entering—selectivity remains critical.
• Macro risk lingers, but structural demand builds.
We think this is the base-building phase before the next leg up, not a cycle top.
Get more on these and other key insights in this Monthly Outlook report:
coinbase.com/institutional/r…
Crypto will be worth tens of trillions when people start moving their savings into stable coins on fast and reliable blockchains. This will happen sooner than you think.
