Everyone’s got an opinion and now you can actually own them. Opinion markets might look like a toy today - but we think they’re a primitive that could fix social media’s broken incentive system. "Opinions Matter" by @leonidas_xyz and myself.

I’m connected to hundreds of VCs, whales, market makers, exchanges, research firms, basically anyone you'd consider a key contributor to the crypto industry. I try to speak with as many of them as regularly as possible - not just to maintain my network, but to source alpha and gauge the current appetite of whales and smart money. Because that’s usually where future narratives are born. There’s one vertical that’s getting more attention and interest across my network than probably all others combined: Robotics and physical AI. You might wonder why it’s still so quiet publicly, but the answer’s simple: It’s still extremely hard to get exposure to solid plays in that vertical, especially at the intersection with crypto. But it’s only a matter of time before big money places its bets and then starts actively pushing a major robotics narrative into the public. Still feeling very comfortable with my $PEAQ bags here, I believe they’ll be one of the biggest beneficiaries of that narrative wave. $OVR will surprise a lot of people too, heard it here first.

gm to absolutely everyone except the ones still trying to catch bottoms while the market keeps printing new highs. Stop overengineering entries, stop being too greedy. In an up-only market, that mindset will cost you more than any bad entry ever could.

Got hacked in 2021 and lost a mid 7-figure sum. Shortly after, got scammed by a prominent crypto VC for another low 7-figure amount. Classic peak bull market stuff, you know how it goes.

While everyone’s busy arguing over the meaning of memecoins, creator coins, or whatever they’re being called these days, fundamentally strong projects are quietly crushing it. @PlasmaFDN just wrapped up their $XLP public sale - 7x oversubscribed, with $373M in committed capital for their stablecoin L1, powered by @Tether_to. Moonboys and retail are still chasing the next hype trade, while institutions and whales are positioning around real value creation. You might not like it, but in the end, fundamentals always win. Always.

Felt birbish, might sweep more later.

So it’s @aeyakovenko vs @jessepollak. Are memecoins and NFTs just digital slop? Or are they emergent forms of creativity with real intrinsic value? There’s only one way to find out: Let’s see who’s willing to put skin in the game for their opinion.

This is all that matters right now: $ETH is trying to break a 4-year downtrend and the major psychological resistance at $4K. Once that final barrier falls, it’s “we’re all getting stupidly rich” season.

gm to absolutely everyone except those hating on Toly. Let’s be real: most memecoins and NFTs are indeed digital slop. Anyone pretending they have intrinsic value is just lying to themselves. That said, it’s perfectly fine to buy and trade them them. I myself just loaded up on a bunch of new NFTs (more on that later). Especially at this point in the cycle, they’ll probably go much higher. Narrative-driven trades tend to outperform pure fundamentals in the short term as they’re more reflexive and momentum-based. But the problem is, people lie to themselves so much that they start living in an alternate reality. That’s why I respect @aeyakovenko - he had the guts to speak out against the culture on his own chain, knowing full well the backlash he’d face. It’s clear we need a lot more focus on real fundamentals and sustainable cash flows if we want this industry to grow up. You can ignore that for the next six months if you want - but after that, it’ll be more important than ever to remember.