Gm,
Just in case you missed the x402 Narrative, here are the best posts about it.
🔗 x402 TLDR & protocols
🔗 x402 in a nutshell
🔗 x402 x Robotics
🫡
Just in case you missed the x402 Narrative, here are the best posts about it.
🔗 x402 TLDR & protocols
🔗 x402 in a nutshell
🔗 x402 x Robotics
🫡
❤6👍3👀3👌2
6
Gm,
So the Market is very ugly, I derisked a lot.
I haven't invested in new projects for a while that's why I'm quiet here.
I kept following launches & calls and virtually invested in those (without actually investing money), they're all down. Everything is lower than a couple weeks or even months ago.
But I'm still keeping a few conviction bags and even buying some dips of projects I actually believe in, only if I think they're undervalued and wouldn't go to zero in a bear market.
One of them is CodecFlow $CODEC, and I wrote an article about it.
My first article on X, I really like this format.
You should have a look, even if you don't plan to invest right now, it's a good project to keep in mind.
🔗 Robotics Narrative & CodecFlow
🫡
So the Market is very ugly, I derisked a lot.
I haven't invested in new projects for a while that's why I'm quiet here.
I kept following launches & calls and virtually invested in those (without actually investing money), they're all down. Everything is lower than a couple weeks or even months ago.
But I'm still keeping a few conviction bags and even buying some dips of projects I actually believe in, only if I think they're undervalued and wouldn't go to zero in a bear market.
One of them is CodecFlow $CODEC, and I wrote an article about it.
My first article on X, I really like this format.
You should have a look, even if you don't plan to invest right now, it's a good project to keep in mind.
🔗 Robotics Narrative & CodecFlow
🫡
😢5❤4👍3
Gm,
As I said here, I chose to derisk quite a lot and avoid shilling dozens of new tokens every day. Honestly, it seems like a decent decision given how the market looks right now and how everything is nuking. We still get some quick little runs on some new tokens & small narratives but the goal is mostly to be early and to be the first to dump on others on every little pump.
So yeah, I’d rather keep my stablecoins for now and have dry powder ready if things go even more south. In the meantime, there are tons of opportunities with stablecoins in yield farming and airdrop farming.
I might add to some of my long-term small-cap bags, as they're undervalued anyway, that I consider moon or dust bags. But when it comes to ETH and other large caps, I’m not a buyer right now. I want to see where we’re heading first. I sold most of my ETH at two levels, around $4k and $3.6k, so I’m not in a rush to re-enter too early.
Last cycle I made too many mistakes being all-in all the time. I held way too many bags to zero and never kept enough dry powder to catch generational entries during the bear market on $ETH, $BTC, $SOL, and others.
I’m not fully out of the market of course, but I’m much more comfortable keeping a bigger cash position to buy. The situation is still very 50/50: news, headlines and adoption look good, macro is decent, but a lot can still go wrong in TradFi & global economy. And if cycle theory is still a thing, BTC having already topped wouldn't be shocking. Things are all over the place and no one really knows for sure where we’re going next. People say to buy when others are fearful, that's true until it's not, when we're entering a bear market and you end up holding to zero. Right now the sentiment is still 50/50 anyway.
So yeah I'm still researching, reading alpha groups, interacting on X, looking for new projects, writing every day, but I don't see the point in shilling too many tokens when it's not easy mode, most people are losing money, and only a few are making a bit of money and dumping the first occasion they have. So I don't think the risk reward is good enough, and most of us would end up losing money right now. But things can change fast in crypto as you know.
I'm still talking about projects I like long term but that doesn't mean it's a good time to buy.
Anyway, stay safe guys 🫡
As I said here, I chose to derisk quite a lot and avoid shilling dozens of new tokens every day. Honestly, it seems like a decent decision given how the market looks right now and how everything is nuking. We still get some quick little runs on some new tokens & small narratives but the goal is mostly to be early and to be the first to dump on others on every little pump.
So yeah, I’d rather keep my stablecoins for now and have dry powder ready if things go even more south. In the meantime, there are tons of opportunities with stablecoins in yield farming and airdrop farming.
I might add to some of my long-term small-cap bags, as they're undervalued anyway, that I consider moon or dust bags. But when it comes to ETH and other large caps, I’m not a buyer right now. I want to see where we’re heading first. I sold most of my ETH at two levels, around $4k and $3.6k, so I’m not in a rush to re-enter too early.
Last cycle I made too many mistakes being all-in all the time. I held way too many bags to zero and never kept enough dry powder to catch generational entries during the bear market on $ETH, $BTC, $SOL, and others.
I’m not fully out of the market of course, but I’m much more comfortable keeping a bigger cash position to buy. The situation is still very 50/50: news, headlines and adoption look good, macro is decent, but a lot can still go wrong in TradFi & global economy. And if cycle theory is still a thing, BTC having already topped wouldn't be shocking. Things are all over the place and no one really knows for sure where we’re going next. People say to buy when others are fearful, that's true until it's not, when we're entering a bear market and you end up holding to zero. Right now the sentiment is still 50/50 anyway.
So yeah I'm still researching, reading alpha groups, interacting on X, looking for new projects, writing every day, but I don't see the point in shilling too many tokens when it's not easy mode, most people are losing money, and only a few are making a bit of money and dumping the first occasion they have. So I don't think the risk reward is good enough, and most of us would end up losing money right now. But things can change fast in crypto as you know.
I'm still talking about projects I like long term but that doesn't mean it's a good time to buy.
Anyway, stay safe guys 🫡
4🙏13❤8👏2
Gm,
Pretty happy that I derisked at $4k, $3.6k & $3.3k.
I hope that you followed this move too!
I still don't know where we're heading now, but I'm comfy in stables.
I'm ready to buy back on the way up when we have a confirmed run. For now I'm sitting on my hands.
Most people have been losing money while it was time to preserve money.
No noise here, no need for 10 messages a day & new calls all the time. 🫡
Pretty happy that I derisked at $4k, $3.6k & $3.3k.
I hope that you followed this move too!
I still don't know where we're heading now, but I'm comfy in stables.
I'm ready to buy back on the way up when we have a confirmed run. For now I'm sitting on my hands.
Most people have been losing money while it was time to preserve money.
No noise here, no need for 10 messages a day & new calls all the time. 🫡
6🔥13❤5🤝3
Gm,
As I said in my newsletter last week, things are looking better, and I’m slowly turning bullish again, though we still don’t have confirmation until BTC breaks $100k and holds it imo.
That said, I’m still sitting on great profits after selling ETH between $4k and $3.3k, and since ETH is still below $3.3k, I still have time to buy back in if I want to take on more risk again.
Anyway, I’ve had two bullish pieces of news for my long-term bags in just a couple of days.
First good news: Morphware $XMW is becoming an energy company, starting with a partnership expected to generate $11M in revenue in the first year. Considering $XMW is still under a $20M market cap, that’s a massive partnership, almost as big as the company’s entire valuation.
🔗 Morphware Partnership
Second good news: the Trump administration is going to focus heavily on Robotics. I’m very bullish on Robotics and I’m trying to invest heavily into it, both in Web2 and Web3. And you already know my Web3 pick for robotics: CodecFlow $CODEC.
This is obviously great news for the entire narrative and could spark another run.
🔗 Robotics News
Things are looking good again, I’ll update my other long-term bags soon 🫡
As I said in my newsletter last week, things are looking better, and I’m slowly turning bullish again, though we still don’t have confirmation until BTC breaks $100k and holds it imo.
That said, I’m still sitting on great profits after selling ETH between $4k and $3.3k, and since ETH is still below $3.3k, I still have time to buy back in if I want to take on more risk again.
Anyway, I’ve had two bullish pieces of news for my long-term bags in just a couple of days.
First good news: Morphware $XMW is becoming an energy company, starting with a partnership expected to generate $11M in revenue in the first year. Considering $XMW is still under a $20M market cap, that’s a massive partnership, almost as big as the company’s entire valuation.
🔗 Morphware Partnership
Second good news: the Trump administration is going to focus heavily on Robotics. I’m very bullish on Robotics and I’m trying to invest heavily into it, both in Web2 and Web3. And you already know my Web3 pick for robotics: CodecFlow $CODEC.
This is obviously great news for the entire narrative and could spark another run.
🔗 Robotics News
Things are looking good again, I’ll update my other long-term bags soon 🫡
4❤6👍6
Gm,
So I'm still sticking to my decision of not engaging too much with this market right now, I've had a couple of wins (2x & 8x) with risky low caps (AVICI & DONUT), so I'm happy with those, but the R/R for most assets is not good right now, especially onchain, so I'm not risking to buy more stuff.
That's why I'm mostly just chilling, preparing for a hopefully good Q1 2026.
I’ve also been catching up on things I didn’t have time for before, like researching new topics. Lately, I’ve been diving into Crypto Neobanks and better ways to use my stablecoins in the real world, especially since I was tired of my old off-ramping system.
You've heard of Crypto Neobanks already, right?
I wrote about them a while ago, in my newsletter.
And it's been a pretty popular narrative lately.
I’ve found the one I actually use daily now: EtherFi.
I first wrote about EtherFi in my newsletter, among other Crypto Neobanks.
Then it naturally became the one I actually use the most, so since I liked the product I contacted them for a collaboration, which we started here.
That's actually the Crypto Neobank I've been using for maybe 3 months now, and I love it. I tried some others, and I will still try more too but there are high chances EtherFi stays my main neobank.
✦ So why EtherFi?
It's simple, it has anything I need.
I'll just list all the perks and you'll understand:
• A DeFi-native credit card, accepted worldwide
• Apple Pay & Google Pay support of course
• Non-custodial (you own your assets, you do whatever you want, no frozen funds)
• Insurances & strong VISA perks
• 3% Cashback on all purchases (10% during the Cashmash event)
• Borrow mode to make purchases without selling your crypto
• Up to 12% APY safe yield on your stablecoins (that you can spend with your card from the vault without any transfer or any action from you)
• No transaction fees, no hidden fees (1% on non-USD currencies, offset by the 3% cashback, so you still make money)
• Strong security with passkeys
• Monthly events to earn additional rewards (more money made passively just by using your card, I've made hundreds $ already)
• Good mobile app
✦ Why you should create an account today?
Because there is the Cashmas event.
So you will earn 10% cashback on your spendings.
Basically, it's like everything you pay for is 10% cheaper.
And you can refer people:
• You earn 10% bonus cashback on their spendings
• They also earn 10% bonus cashback on theirs
🎁 If you want to make big purchases, Christmas gift purchases, this is the perfect timing!
🔗 Earn 10% Cashback now (with my reflink)
Spoil your family this year, Christmas is 10% cheaper than last year! 🫡
So I'm still sticking to my decision of not engaging too much with this market right now, I've had a couple of wins (2x & 8x) with risky low caps (AVICI & DONUT), so I'm happy with those, but the R/R for most assets is not good right now, especially onchain, so I'm not risking to buy more stuff.
That's why I'm mostly just chilling, preparing for a hopefully good Q1 2026.
I’ve also been catching up on things I didn’t have time for before, like researching new topics. Lately, I’ve been diving into Crypto Neobanks and better ways to use my stablecoins in the real world, especially since I was tired of my old off-ramping system.
You've heard of Crypto Neobanks already, right?
I wrote about them a while ago, in my newsletter.
And it's been a pretty popular narrative lately.
I’ve found the one I actually use daily now: EtherFi.
I first wrote about EtherFi in my newsletter, among other Crypto Neobanks.
Then it naturally became the one I actually use the most, so since I liked the product I contacted them for a collaboration, which we started here.
That's actually the Crypto Neobank I've been using for maybe 3 months now, and I love it. I tried some others, and I will still try more too but there are high chances EtherFi stays my main neobank.
✦ So why EtherFi?
It's simple, it has anything I need.
I'll just list all the perks and you'll understand:
• A DeFi-native credit card, accepted worldwide
• Apple Pay & Google Pay support of course
• Non-custodial (you own your assets, you do whatever you want, no frozen funds)
• Insurances & strong VISA perks
• 3% Cashback on all purchases (10% during the Cashmash event)
• Borrow mode to make purchases without selling your crypto
• Up to 12% APY safe yield on your stablecoins (that you can spend with your card from the vault without any transfer or any action from you)
• No transaction fees, no hidden fees (1% on non-USD currencies, offset by the 3% cashback, so you still make money)
• Strong security with passkeys
• Monthly events to earn additional rewards (more money made passively just by using your card, I've made hundreds $ already)
• Good mobile app
✦ Why you should create an account today?
Because there is the Cashmas event.
So you will earn 10% cashback on your spendings.
Basically, it's like everything you pay for is 10% cheaper.
And you can refer people:
• You earn 10% bonus cashback on their spendings
• They also earn 10% bonus cashback on theirs
🎁 If you want to make big purchases, Christmas gift purchases, this is the perfect timing!
🔗 Earn 10% Cashback now (with my reflink)
Spoil your family this year, Christmas is 10% cheaper than last year! 🫡
5❤6👍2🙏2
Gm,
I see that some people are leaving this channel, which I understand since it hasn’t been very active lately.
Maybe some are even quitting crypto.
Yet I'm pretty happy about why this channel's not active.
It's mainly because I sold at good prices, avoiding this downside and bear market boredome, and I'm now waiting for better times instead of forcing activity and wasting everyone's time.
I'm still there, still researching and learning, but it makes no sense to share new projects and make trench calls in these conditions.
I’d rather wait for better opportunities to buy back on the way up than try to catch falling knives or get bored to death in endless chop.
Also I'm not in the trenches either since there are little to no good opportunities. Even when things do pump, they move maybe 10% of what they would in good market conditions.
In the past, I kept trading in markets like this. I bought shitcoins, chased every new launch, caught falling knives, and basically wasted both my time and capital.
This time I took profits on most of my bags, announced it here so you could do the same, and now I'm just sitting on stablecoins, farming some yield & airdrops, touching some grass, resetting mindset for 2026.
So yeah, I’ve been quiet, to reset and handle other businesses, and do things I usually don’t have time for.
I know some of you depend on this market to make money every month, but unless you’re really good at it, or just lucky, there’s little chance you’ll perform now compared to when the market picks up again.
Some will say you need to stay in crypto and glued to your screen every day to make it. That's not true for everyone.
It could be true if you're a trader, you might want to learn how to trade in all market conditions.
But for my strategy, as I'm not a perp trader, it's beneficial to step back when opportunities are just not there.
DEX Volume is at its lowest this year, CEX Volume too, DeFi TVL is low, activity on CT is low, even the Kaito campaigns seem to have stopped a bit and we don't see as much content.
All launches have been catastrophic events, ICO Season sucks.
Net flow to the ETFs have been negative for the past 2 months.
All of that while Gold & Silver are at ATH, same for equities (S&P, Nasdaq, Dow jones..) and many tech/AI stocks too.
Only crypto is lagging behind.
People are just tired.
Which could mean a major catch up in 2026. We'll see.
Anyway, for those staying in this channel, the alpha will be back soon!
I’ll be back to curating the latest news, projects, launches, airdrops, trends, and market thoughts; from X, TG groups, newsletters, and anywhere else alpha is found.
That will be for 2026.
I believe things will get interesting again in 2026. But right now, everyone is tired of this market.
I'm slowly buying back in, but starting very slow, waiting to see how January unfolds. Prices are still way lower than when I sold so I'm not in a hurry as I said many times. We're still in an endless chop.
Enjoy some time off with your family, the holidays, and the end of the year 🫡
I see that some people are leaving this channel, which I understand since it hasn’t been very active lately.
Maybe some are even quitting crypto.
Yet I'm pretty happy about why this channel's not active.
It's mainly because I sold at good prices, avoiding this downside and bear market boredome, and I'm now waiting for better times instead of forcing activity and wasting everyone's time.
I'm still there, still researching and learning, but it makes no sense to share new projects and make trench calls in these conditions.
I’d rather wait for better opportunities to buy back on the way up than try to catch falling knives or get bored to death in endless chop.
Also I'm not in the trenches either since there are little to no good opportunities. Even when things do pump, they move maybe 10% of what they would in good market conditions.
In the past, I kept trading in markets like this. I bought shitcoins, chased every new launch, caught falling knives, and basically wasted both my time and capital.
This time I took profits on most of my bags, announced it here so you could do the same, and now I'm just sitting on stablecoins, farming some yield & airdrops, touching some grass, resetting mindset for 2026.
So yeah, I’ve been quiet, to reset and handle other businesses, and do things I usually don’t have time for.
I know some of you depend on this market to make money every month, but unless you’re really good at it, or just lucky, there’s little chance you’ll perform now compared to when the market picks up again.
Some will say you need to stay in crypto and glued to your screen every day to make it. That's not true for everyone.
It could be true if you're a trader, you might want to learn how to trade in all market conditions.
But for my strategy, as I'm not a perp trader, it's beneficial to step back when opportunities are just not there.
DEX Volume is at its lowest this year, CEX Volume too, DeFi TVL is low, activity on CT is low, even the Kaito campaigns seem to have stopped a bit and we don't see as much content.
All launches have been catastrophic events, ICO Season sucks.
Net flow to the ETFs have been negative for the past 2 months.
All of that while Gold & Silver are at ATH, same for equities (S&P, Nasdaq, Dow jones..) and many tech/AI stocks too.
Only crypto is lagging behind.
People are just tired.
Which could mean a major catch up in 2026. We'll see.
Anyway, for those staying in this channel, the alpha will be back soon!
I’ll be back to curating the latest news, projects, launches, airdrops, trends, and market thoughts; from X, TG groups, newsletters, and anywhere else alpha is found.
That will be for 2026.
I believe things will get interesting again in 2026. But right now, everyone is tired of this market.
I'm slowly buying back in, but starting very slow, waiting to see how January unfolds. Prices are still way lower than when I sold so I'm not in a hurry as I said many times. We're still in an endless chop.
Enjoy some time off with your family, the holidays, and the end of the year 🫡
2❤27👍13🔥1
Gm,
Happy New Year! 🫡
I thought 2026 was off to a good start, but it feels like we’re already back to endless chop.
Hopefully it doesn’t last long.
$BTC barely managed to break above $90k and is struggling to hold it.
That said, some alts are getting bid again, and risk appetite is slowly coming back.
Even memecoins are seeing a small run.
Still, we need $BTC to stay above $90k to sustain a real bull run.
Reclaiming $100k is mandatory for a strong Q1 2026 imo.
I’ve started buying back, slowly throughout Q1, assuming conditions remain the same. I’ll adapt if needed.
Anyway, let’s properly kick off 2026 with a few recaps.
I know some of you didn’t really start the crypto year on January 1st, so if you missed anything, this one’s for you.
But first, let’s take a quick look back at 2025.
------------
✦ 2025 Look Back
• Narratives that shaped 2025
• Tokenless protocols that raised $100M+ in 2025
• Full list of Prediction Markets that raised in 2025
• What VCs funded in 2025
• Prediction Markets Metrics in December 2025
• DeFi protocols ranked by total fees generated in 2025
• Largest Categories in DeFi by TVL
• Privacy Mindshare up 5x in 2025
------------
Now let's start 2026 on the right foot.
✦ Predictions & Narratives for 2026
• 2026 Crypto Themes
• 5 Theses for 2026
• Bitcoin price prediction for 2026: $174k
• Watchlist for 2026 based on a16z big ideas
• Things to look at in 2026
• 5 Narratives to watch in 2026 (nairolf)
• 5 Narratives to watch in 2026 (DeFi Warhol)
• 10 RWA Predictions for 2026
• 15 crypto AI & robotics predictions for 2026
------------
✦ What's already happening in 2026
• The Latest Development in DeFi (Week 1)
• The Latest Development in DeFi (Week 2)
• The Latest Crypto AI x Robotics Updates
• Vibe Coding & more AI Updates
• More Crypto Updates
• January 2026 Crypto Calendar
• DeFi protocols ranked by TVL at the start of 2026
• RWA are still very early in 2026
• The Altcoin Market is doing exactly what it should
• The ZCash Situation
• Leading Narratives one week into 2026
• Memecoins are back as the fastest-growing narrative to start 2026
• With many meme graduates
• Crypto x AI Narrative performance ranking
• NeoFinance Narrative in 2026
• Early 2026 Mindshare
------------
✦ What to do in 2026
• 18 New Perps to farm in 2026
• 145 projects for Airdrops in 2026
• More Airdrops to farm
• Yield Farming
• What's vibe coding & How to vibe code
• How to get a job/opportunities in Crypto
------------
And that's it for our first roundup of 2026.
Let's make this year better than 2025! 🫡
NFA & DYOR!
Happy New Year! 🫡
I thought 2026 was off to a good start, but it feels like we’re already back to endless chop.
Hopefully it doesn’t last long.
$BTC barely managed to break above $90k and is struggling to hold it.
That said, some alts are getting bid again, and risk appetite is slowly coming back.
Even memecoins are seeing a small run.
Still, we need $BTC to stay above $90k to sustain a real bull run.
Reclaiming $100k is mandatory for a strong Q1 2026 imo.
I’ve started buying back, slowly throughout Q1, assuming conditions remain the same. I’ll adapt if needed.
Anyway, let’s properly kick off 2026 with a few recaps.
I know some of you didn’t really start the crypto year on January 1st, so if you missed anything, this one’s for you.
But first, let’s take a quick look back at 2025.
------------
✦ 2025 Look Back
• Narratives that shaped 2025
• Tokenless protocols that raised $100M+ in 2025
• Full list of Prediction Markets that raised in 2025
• What VCs funded in 2025
• Prediction Markets Metrics in December 2025
• DeFi protocols ranked by total fees generated in 2025
• Largest Categories in DeFi by TVL
• Privacy Mindshare up 5x in 2025
------------
Now let's start 2026 on the right foot.
✦ Predictions & Narratives for 2026
• 2026 Crypto Themes
• 5 Theses for 2026
• Bitcoin price prediction for 2026: $174k
• Watchlist for 2026 based on a16z big ideas
• Things to look at in 2026
• 5 Narratives to watch in 2026 (nairolf)
• 5 Narratives to watch in 2026 (DeFi Warhol)
• 10 RWA Predictions for 2026
• 15 crypto AI & robotics predictions for 2026
------------
✦ What's already happening in 2026
• The Latest Development in DeFi (Week 1)
• The Latest Development in DeFi (Week 2)
• The Latest Crypto AI x Robotics Updates
• Vibe Coding & more AI Updates
• More Crypto Updates
• January 2026 Crypto Calendar
• DeFi protocols ranked by TVL at the start of 2026
• RWA are still very early in 2026
• The Altcoin Market is doing exactly what it should
• The ZCash Situation
• Leading Narratives one week into 2026
• Memecoins are back as the fastest-growing narrative to start 2026
• With many meme graduates
• Crypto x AI Narrative performance ranking
• NeoFinance Narrative in 2026
• Early 2026 Mindshare
------------
✦ What to do in 2026
• 18 New Perps to farm in 2026
• 145 projects for Airdrops in 2026
• More Airdrops to farm
• Yield Farming
• What's vibe coding & How to vibe code
• How to get a job/opportunities in Crypto
------------
And that's it for our first roundup of 2026.
Let's make this year better than 2025! 🫡
NFA & DYOR!
4🔥8❤5👍2