I guess the coins I like the most going into the new cycle are these: 1. $HYPE (perps, L1) 2. $TAO (AI, L1) 3. $NEAR (AI, L1, privacy) 4. $LIT (perps, the best bet on perps after HYPE) 5. $PUMP (memecoins, speculation) 6. $ZEC (L1, privacy) 7. $MON (new L1) 8. $MEGA (new L2) New coins good, old coins bad. HYPE, LIT, PUMP, MON, MEGA has never been in a bull. Well, you could argue HYPE launched at the tail of the bull, but not a full cycle. TAO and NEAR are clear tokens in the AI narrative. ZEC is the "VC-privacy coin". But tokens are not stocks, they have no value. Yes, and no. I think this is one of the hardest "dilemmas" of the new cycle. Betting on tokens in 2023 felt like a no-brainer. We all had hopes that our coins would make a comeback at some point. Now, in 2026, with an infinite number of tokens, it's harder than ever to pick something. There is a huge difference between a good product and a good token, and since most tokens are governance tokens, do we really need them? Maybe not, but it remains the main vehicle for speculation. What about BTC, SOL, ETH? BTC should always be a part of a core portfolio, maybe SOL and ETH also, but I think the ones above will outperform compared to them. Anyway, my gut feeling says that there will be something else that takes the spotlight, and that "the new thing" will outperform all of the 8 I listed. These are my thoughts today. Next week or next month I could already have changed my mind, so NFA and do your own research.

Do you want to be in crypto full-time but don't have enough money to retire and risk everything? Join a crypto team. DeFi protocols, CEXes, funds, etc., are all hiring. Just a general piece of advice, if you are tired of your 9-5 and want to spend your time full-time in crypto while earning a salary. You get both the upside of having a little safety from a fixed monthly income you learn a lot about crypto and get a big network, which will benefit you later.

Okay, it’s still early in @DeFiSaver's rewards S1 The leaderboard is starting to take shape, but there’s plenty of time to catch up. With 10 days left, both perp volume and DeFi activity can still move you up meaningfully. With Hyperliquid now integrated, you can run perps alongside lending strategies across Aave, Spark, Morpho, Compound, Liquity, and Fluid, all in one place. No need to jump between apps. Also worth noting: @HyperliquidX alerts just went live, so you can track liquidation risk or safety in real time via Telegram, email, or in-app.

Back in 2016, I was working as an engineer earning $4-5k per month. At that time, it felt like a lot, honestly, but what I didn't like was that the only way to up the salary was to either work more hours or switch jobs frequently to bump up the salary. Eventually, I started investing in stocks, and I kept on doing this until the end of 2020. But still, I felt it was a slow route to freedom and really making it. But what really changed my mindset was when I met a guy from Twitter IRL. He had like 500 BTC at that time, which was equivalent to about $5m. It felt like a huge number, and I was blown away because he was both younger than me and more risk-seeking. My NW was like 1/10 of his, and I asked him how I could get to his level. He basically told me to stop being so afraid of going all in when I had conviction in something. In the summer of 21', I bought ETH for everything I had, at around $1900-2100, my NW doubled 3 months later as ETH hit $4k, and since then I've been full-time crypto. After that, I went deep into the ecosystems of Terra, Fantom, and Avalanche. Definitely a harder game now than back then, but opportunities still exist. Eg, the biggest airdrop of 24' was Hyperliquid, and for 25' it was Lighter. There's always another cook. You have to think big. F*ck the people who are doubting you. "Why would I aim for so little when there are people making what I'd make in 10 years in less than 24 hours with the press of a few buttons?"

I’ve been using @Predictstreet ahead of the FIFA World Cup, which is the official onchain prediction market partner for the 2026 tournament, built on ADI Chain. The Predictstreet Card is basically your onchain profile. It levels up as you open daily packs, make predictions, and stack points over time, all recorded inside the ADI Chain ecosystem. The whole thing is structured around a points- and leaderboard system, which will give you some perks down the line. I’ll use it once the World Cup kicks off officially on Saturday. If you want to try it out yourself and claim a card, use my link here: sprint.adipredictstreet.com/…

You might remember the debate on CT about whether $10m is enough to quit your job and be safe. IMO hilarious to even bring this up, because the numbers that are talked about on Twitter are completely unrealistic in most parts of the world. I would even say that 1/10 of that amount should do you very well in most places. And it's not like you're never going to earn any money ever again in your life. Take that risk, man.

Day 7 using @OndoPerps, and still testing things out. Ran a few more trades through it this week. The multi-asset collateral is probably the most interesting part so far, being able to keep exposure in equities while trading other markets without constantly rotating into stables. Currently short $NVDA, just feels like the AI trade can't last forever. But tbh, what do I know really. Still early. NFA, DYOR. If you’re trying it, beta access is still gated, so use my code here: app.ondoperps.xyz/?ref=5BZVV…

What do you think is the best place/venue to achieve financial freedom online these days? I remember back in 2018-2020, dropshipping, Shopify stores, and ebooks were hot, we had (and still have) crypto from 2020, and now AI stocks. But like, if you were young today with unlimited time on your hands, what rabbit hole would you dive into if you wanted to make it?

This bet on Polymarket feels like a no as of now tbh. 3 of the following events most happen in a 90-day span. Maybe I am just delusional, though, because once one domino starts collapsing, the rest might follow. If so, most likely NVIDIA, iShares PHLX, and one of the major AI Hardware suppliers.

If I had $100k in crypto now, I would: 1. Try to find a job in crypto. Ideally, something with a good part of the compensation as equity/tokens. Something in the intersection of AI/stablecoins/perps/RWA (if possible). 2. Build a Twitter audience and get a network here. Might get in handy when things are booming again, which is why it's the perfect time to start tbh. 3. If you can move to a place where the cost of living is low, that’s great. But I’d argue that having the right people around you matters more. 4. Allocate maybe like $70k in strong alts of this cycle. Some suggestions in my pinned tweet. If you believe in the 4-year cycle, maybe the best time to do so is between now and October, but maybe this time is different? $HYPE already had a great run on its own. I expect it to continue. 5. You’re going to earn something on your job as well, use this to cover your rent and IRL expenses. And if you have some surplus, you could ape these into 6). 6. The last $30k you could rotate around in perp protocols (hopefully grind some volume for a meaningful airdrop or two). In general, try to be where the money is. Get your hands on different games with small amounts to get a “feel” of what you’re good at. Could be DeFi strategies, perps, trench coins . NFA. DYOR.

On DeFi Saver, which is one of the OG DeFi protocols from 2019, you can run your entire DeFi strategy in a single interface, and for the next 2 weeks, you can get rewarded for it too. With @HyperliquidX integrated directly, you can open and manage perp positions without leaving the app, while also combining lending, spot exposure, and leveraged strategies in one place. You can move between protocols like Aave, Spark, Morpho, Compound, Liquity, and Fluid, while hedging or trading perps on Hyperliquid. As an example, you could: 1. Deposit ETH into AAVE 2. Borrow USDC to buy more ETH (effectively looping it). Repeat x number of times, depending on what you feel comfortable with 3. Hedge your position on Hyperliquid with an equally sized ETH short to farm basis or pair it with a beta neutral perp position, eg, short BTC (not market neutral) The opportunities are many on @DeFiSaver tbh. For those who have been in crypto for a long time, remember that DeFi Saver's services have helped users through many cycles already. And now they’re running a $25,000 rewards campaign for Season 1 (June 8–21), where both perp trading and DeFi actions across these protocols count toward your ranking. The scoring system favors profitable activity, not just volume, which makes structured strategies like carry or delta-neutral setups more competitive, which is why a beta-neutral position might be smarter. Can be tried here: app.defisaver.com/hyperliqui…

We had way more frequent price drops in $BTC and $ETH, like 3, 4, and 5 years ago. Kind of miss it, as it felt much better to blast altcoins after a fat nuke (and pray that it reverted higher).

Binance has a new campaign where you earn 10,5% APR capped at $2,000 on USD1. If you want a bigger size, you get 5,20% APR uncapped. I think the Binance campaign with @worldlibertyfi on stables in USD1 is one of the better ones atm, as there aren't many yield options left.

ARX MODE ☂️

I’m insanely optimistic about the next couple of years. Whether crypto is “over” or not doesn’t really matter; there will always be new games to play. Personally, I believe what we’ve seen so far is just the starting point, and that major innovations at the intersection of AI and crypto are still ahead of us.

Been using the Velvet beta over the past few days, and the main value so far is tracking smart wallet activity and seeing signals a bit earlier, which helps spot moves before they spread across CT. CopyTrade is also built in, making it easier to stay exposed without needing to manage everything manually. - Up to 100% cashback on fees - $VELVET rewards - Smart wallet KOL tracking across 13M wallets - Trading across Solana, Base, Hyperliquid, BNB, and more

The part no one really prepares you for is what happens after you hit 7 or mid 7 figs. For many, I guess this is the moment you feel real stability for the first time, especially if you’ve been through cycles of losing or even blowing up before, something subtle shifts in your brain where you stop optimizing for winning and start optimizing for not falling back down. It shows up in your decisions over time, where you pass on trades, size down when you shouldn’t, and slowly become more focused on protecting what you built instead of expanding it. Because you don’t have to. The hunger is gone. You start questioning your drive, your discipline, your ambition, when in reality, nothing is wrong except that the game no longer feels the same. The way to fix this: Set yourself a new goal and hang around people who are at a level higher than you (who have already made what you want to make). At the same time, I think it’s worth questioning the idea that 8-9 figs is some mandatory end goal, because blindly scaling just for the number can put you back into the same trap of chasing something external without really thinking about what you want your life to look like. You don’t want to end up as the guy who has nothing but money to offer. It’s really hard to define what’s enough. On one hand, I feel that I have more than enough already, on the other hand, I just want to see how far I can reach. Like, I don’t want to just chill at home doing nothing or just travel endlessly. It is cool to play a game you’re good at, and stopping feels like a waste of potential.

A few weeks ago, an @Ethereum bot accidentally sent a random user $300,000. It could have been a one-off bug, but it is not. It is a preview of what happens when agents control capital. We are moving into an economy where AI agents transact, negotiate, and allocate value on their own. The real question is not whether they can execute. It is who is accountable when they fail. Right now, the answer is no one. Crypto gives agents the rails, but there is no layer that says a real, accountable human authorised this. @Concordium is building that. The Agent Registry ties agents to verifiable human identity. The Verified by Concordium badge makes that accountability visible to every counterparty. That is the missing piece that the agentic economy cannot scale without. As the agent economy scales, that accountability layer will not be optional.

Absolute degenerate behavior.

While most privacy infra struggles to get usage, Arcium has processed almost a million encrypted computations on Mainnet Alpha. It's now the biggest and fastest growing encrypted computing network in the world. Also hearing things about a large Encrypted AI release soon, which would put them head to head with Venice. Privacy season? Note: I am investor in @Arcium

I think one of my biggest mistakes in my life was staying in the same circle for way too long due to comfort, instead of seeking out to people who actually knew how to move to a higher level in life.