Right now, I believe we are going into one of the most important phases of the cycle. Narratives are forming and liquidity is trying to come back. 2026 is gonna be a wild ride. Here are some of the narratives I’m looking into before the market kickoff. ➥ Privacy narrative: The ability to make transactions without anyone seeing your transaction history, that's true on-chain privacy. $Zcash - @Zcash $RAIL - @RAILGUN_Project ➥ AI and AI agents: Autonomous systems capable of making decisions, executing actions, and learning from outcomes. One significant play here is x402, which enables agents to use wallets and make payments on-chain autonomously. $THQ - @TheoriqAI $RECALL - @recallnet $TAO - @opentensor ➥ Prediction market: As AI and automation scale, markets need faster ways to measure reality. We're entering a new phase where data and incentives drive actual truth, not just opinions. Prediction markets are stepping into the spotlight, allowing people to bet on real-world events. $POLY - @polymarket $LMTS - @trylimitless $SPACE- @intodotspace Stay positioned, do your own research, and buckle up because the real fireworks are just getting started.

One thing that’s lowkey blowing my mind lately is how RWAs are stacking wins in the background. Holders are actually rising fast across the board, total now over 850k and still climbing. Plume and Solana leading the charge in a big way. What stands out: • Plume sitting at 252k RWA holders with that retail yield vibe • Solana close behind at 239k and adding thousands weekly • Both crushing it on user growth while ETH still owns most of the dollar value Plume built Nest vaults on Solana too, so you get that smooth institutional yield with Solana speed. Really smart cross-chain move. This whole thing feels like the real foundation being laid, but it’s actually getting used.

JUST IN: Jim Cramer says "stop losing money and go to bed."

Happy new month guys. June will be nice, Let’s make it count.

Somewhere in the middle of nowhere, brothers are spending three days learning skills that could save their lives. Trained by professionals who do this for a living. This doesn't exist outside the right circle. One of many experiences inside. thewarroom.ag

I think that was a brutal turning point for crypto, marked the largest single day liquidation event in history. Over $19 billion wiped out in leveraged positions within 24 hours. The market hasn’t been the same since. Liquidity dried up, volumes stayed lower, sentiment turned cautious, and there’s been persistent weakness with slower recoveries compared to pre-crash momentum. Crypto is still structurally bullish long-term, adoption, ETFs, halvings. Hope we can only go up from here.

Ethereum is cooking on another level, over 70 million transactions in a single month, smashing a new all-time high. Crazy how far we’ve come. What’s even better is the median fee is now sitting at like $0.005. Basically free. Layer 2s are absolutely crushing it, batching everything up and keeping things smooth for DeFi, gaming, and all the real stuff people are building. Bullish on the utility, not just the price. What a time to be in crypto.

One of the toughest parts of being a founder is putting your ideas into the world, seeing if anyone cares (usually they don't - or worse, are rooting against you), and then seeing if you can actually pull it off (usually way more setbacks along the way than you thought!). You have to: (1) develop thick skin and find a way to ignore the haters (2) still take advice from people who have your best interests at heart (3) have the wisdom to know the difference Then move from one setback to the next with no loss of enthusiasm for longer than you thought. Be borderline delusional, get after it every day for a decade, and turn out to be right. Finally, when your tenth or hundredth approach to a problem doesn't work, just keep coming up with more ideas. Had a great day at Base Batches yesterday, meeting founders building on @base and hearing about the latest onchain innovations. Shout out to all the founders!

The only way out is through. Just keep pushing man, you’re built for it.

JUST IN: Meta reportedly plans to launch its 10% layoffs on Wednesday, with termination notices going out at 4 a.m. local time.

Big stablecoin rules are dropping soon and it might be the biggest crypto regulatory move of 2026. FinCEN and OFAC just put out their draft under the GENIUS Act, and it’s actually pretty balanced in places. They’re saying secondary market trades shouldn’t need full KYC or constant monitoring, makes total sense. But OFAC is coming in stricter, requiring issuers to block and freeze stuff even on-chain and in wallet-to-wallet transfers. This one feels like it could spark some real debates about censorship and how much control issuers end up having.

There’s one idea that every person at the top of the world holds. It’s the idea that they COULD get here. If you don’t believe, you’ll never make the climb.

$BTC capital gains fund $STRC credit dividends.

Selling the kidney would be better.