BUY DEFI

“I think the way I describe it right now is we're about six months into a pretty deep bear market. Traditionally, bear markets have lasted around 12 months before activity started recovering. That kind of makes me think that by the end of this year, we'll be looking a little bit better. We won't be out of the woods yet, but I do think 2027 will be quite a good year.”

“In general, the game is getting harder every cycle. You can't just like, even the last one, the last one was pretty narrow, right? Like it wasn't just throw a dart at the board and like all of the coins basically go up. And I think that will persist, right? It's going to be much more narrow, thesis driven. And then even probably like the weird stuff will also be quite narrow and like just come out of PVP communities.”

“I think for this cycle to work in a big way, it has to be retail driven and or agent driven, like Mike was saying before, like retail almost needs to interact with agents or agents need to interact with themselves and get this thing going. And I think that will happen. So like, that's what I'm bullish on this next cycle.”

“I think the price, who is driving price discovery? It's the boomers here. There's a bunch of boomer money via now ETFs, but soon RIAs and stuff like that, that's going to move into crypto. They're going to go through the same process that we did, and they're going to look at the world and say like, what makes sense here at DeFi?”

“Crypto is splitting into the worlds of world of, just like stocks, like blue chip stocks that are traded on exchanges and penny stocks. Crypto has been entirely penny stocks. That game is going to continue to exist, but it is going to get dwarfed by the blue chip, you know, exchange traded stock game, which competes on compounding and all of the stuff that you would be relatively familiar with.”

“We just survived the worst Q1 in Bitcoin since 2018. Down 24% in Q1. And that was the worst Q1 we've ever had since 2018. In 2018, the market topped December 2017, and then it fell like 60% in Q1 2018.”

“We are on track to complete all of America's objectives very shortly. We are going to hit Iran extremely hard in the next two to three weeks. We are going to bring them back to the Stone Age where they belong. I think the whole 19 minutes was basically to inform the public that we are in this for three more weeks.”

“Google released a major quantum warning directed squarely at us. They have an algorithmic breakthrough that just 20x'd progress towards cracking ECDSA and some of the crypto signatures that underlie Bitcoin, Ethereum, and basically everything we do here. How bad is it for crypto? I think it's pretty concerning.”

“Also, the biggest hack, I think, in Solana history, a $300 million hack, the Drift Exchange, this is a purpose exchange, was hacked. What happened and what can we learn? It's all about the lessons we learn along the way, isn't it?”

“Did Ethereum just come up with a plan to finally unite all of the Layer 2s? They're called Ethereum Economic Zones. We'll spell out what that means. Aavev4 just released. What's new in that?”