“There will never be another crypto bull market.” “Crypto is dead.” “It’s going to drop way further, this is just the beginning.” This feel familiar to anyone else?

I think it’s time to revisit the accredited investor laws in the US. Companies are staying private longer, where only accredited investors (aka rich people!) can invest. Retail investors can only come in after IPO, when much of the upside has already been captured. These rules were created with the best of intentions, to protect regular people from scams - a noble idea. Unfortunately, in practice they've often made it illegal to get richer, unless you're already rich. A regressive tax! We have to judge policies based on their outcomes, not on their intentions. These are two possible routes I see: 1) Replace the rule with something merit-based, like a financial literacy test. Pass it and you're accredited. Having a qualification based on competency rather than your bank balance or income seems far more fair. 2) Remove the rule entirely. Let consenting adults assess their own risk. Disclosure requirements stay and fraud enforcement stays to punish bad actors.

I have basically max conviction in $AKT as one of the projects to absolutely dominate over the next few years as crypto leans hard into AI. It is now my single largest position.

A year from now it's hard to imagine how AI crypto tokens aren't significantly higher than today. We're almost through the 4 year social cycle and around October is where everyone flips into buy mode. We'll look back at these levels as legendary buying opportunities.

The same can be said about individuals without access to it.

The right to actually use AGI will only be for the elite ruling class if @AnthropicAI has their way. Mythos is just the tip of the iceberg.

This was everyone talking about Gemini 3 back in late 2025. Now nobody uses it because everything else is so much better. Mythos is the best model on earth today but will be outdated within 6 months. Nobody is prepared for how fast AI is moving.

The 4 year cycle remains undefeated once more. It turns out I was just incredibly stupid.

Greg makes a really good point here. 2.4 million users of agents today. We will absolutely 100x to 1000x this over the coming years. Imagine what that will do to GPU usage.

“Altseason”

The bears feel cozy avoiding loss and pain. The risk takers take beating after beating and endure a multitude of failures but ultimately win the prize.

While most teams repeatedly looked for ways to screw their holders $HYPE: -Skipped VC early allocations entirely & did fair community launch only. -Tied $HYPE to their actual revenues with 97% of fees going buybacks & burns. Then went on to become #1 in the world (of any company not just crypto) for revenue per employee and obviously one of the most successful projects in crypto history. There's a lesson here.

I’m just pumped the entire timeline is talking about real crypto teams who made awesome crypto products. Instead of endless memecoins and garbage. Crypto is healing.

My thesis is we're heading toward an AI super bubble in the next few years that will have the exact same kind of retail mania we saw during the dot com bubble but way more insane in the post QE era and given AI is the single most transformative technology ever and the ceiling is limitless. Up until today we've been starved for proper macro conditions. We haven't crossed the same "super bubble" threshold we've seen in the past yet. I'm not sure when that comes, but that will be what pushes AI from the bullish state it's in today into a proper retail infused mania phase. When that phase comes I think crypto will become a prime stomping ground for all the low cap garbage "pets.com" style plays retail loves to buy. In general I think retail will buy anything and everything with a good AI story. I think we'll see some projects do numbers that seem impossible to consider today. I also think we see some real AI innovation in crypto. Blockchains at their core solve coordination and trust problems. Getting billions of AI agents to work together is a very similar problem. A lot of people have leaned into "AI needs digital money to pay for things" however I think the real unlock is trust, coordination, proof etc. Crypto was built for this and it's actually a pretty insane unlock if you think about it. We're still in the warmup, AI is just getting started and I think we're headed for the greatest bubble of all time.

This is called capitalism, it’s a beautiful thing that makes everything better and cheaper over time.

I don't understand why deregulation isn't used as one of the main tools to fight inflation. In SF government fees, permits, impact fees, etc) to build a new single family house typically range from about $100,000 to $300,000 per home. You can literally near instantly drop the price of housing by an absurd amount through deregulation. Then watch new builds skyrocket and housing prices plummet. That's just housing. The amount of regulatory bloat that has crept into the system is trillions.