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2027 marks the next major bull peak
“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.”
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Market returns will become increasingly selective
“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.”
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AI agents drive the next narrative cycle
“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.”
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Institutional capital shifts toward DeFi 2.0
“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?”
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Crypto splits into blue-chip and penny stocks
“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.”
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“Also, I didn't want there to be, and I don't think any of us wanted there to be any kind of halo around this, around this character. That I just, you know, the thing that attracted me most to the material is that it was just, she was so without apologies, so without shame, so troublesome, totally contradictory and maddening, you know, hilarious, so messy, all the like delicious stuff as an actor, something to chew on.”
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Childhood faith felt performative and romantic
“And these two girls were really, really, really deeply religious. And they couldn't go to bed without praying. Like the two of them side by side, like on their knees praying very deeply. And I went up and I like pretended to be as deep into it as they were because it looked so romantic.”
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Rejecting the halo of female characters
“Also, I didn't want there to be, and I don't think any of us wanted there to be any kind of halo around this, around this character. That I just, you know, the thing that attracted me most to the material is that it was just, she was so without apologies, so without shame, so troublesome, totally contradictory and maddening, you know, hilarious, so messy, all the like delicious stuff as an actor, something to chew on.”
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Demanding to drive the female narrative
“Yeah, yeah, she wants to, she is demanding to, yeah, she's to drive her own narrative. Also, but, you know, and she's a complicated character, which I love about it too, is that, again, talking about the halo, like, she's dismissive of other women's work, like she's petty, she's really jealous, like she's, I mean, she's a total complicated, awesome mess.”
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Diffusing pretense with self aware humor
“What I've always loved about it is that she has an ability to step outside and just kind of a little bit make fun of pretense or any kind of, if preciousness starts to like sink in at all, she has a way of diffusing it, which is always like, I really appreciate. Because this is pretty, pretty heady stuff.”
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Funny words function as complete jokes
“He's talked with a lot of people who knew him and watched hours and hours and hours of The Late Show and Late Night. And he came to appreciate the really particularly specific things about David Letterman, like the way he makes jokes out of non-joke words. It's not just that Letterman finds words funny. It's that a funny word is enough of a joke.”
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