2025/10/08
We finally returned to fundamentals. Privacy is hot. Institutional adoption and tokenization mania ongoing is truly moving us in the right direction. Stablecoin adoption is through the roof. DeFi OG builders are back and building better products like YieldBasis, Flying Tulip, Infinex and more. Aave hitting 75B+ in deposits with their RWA Horizon product rolling out...Morpho crushing the DeFi mullet backend with Coinbase vaults. Payments and cross-border remittances are firing. The entire space feels like it has gone through a steady cleansing and maturation. Its really fucking bullish and you should encourage it. Return to fundamentals.
2025/10/07
Now crypto is a serious industry In 2024, the biggest Token2049 takeaway was @MustStopMurad's legendary Memes talk, which ignited the AI-meme rally by the end of the year. We were all buying $GOAT, $FARTCOIN, $ZEREBRO in addition to $SPX, $RETARDIO, $PNUT, etc. Launching a meme was the only legal thing left to build, buy, or trade. Even presidents launched their own meme after that run. Twelve months later, we’re back at Token2049, and the big theme is: Institutions are finally here DATs, RWAs and Stablecoins are all worthwhile of Institutional interest. Half the speakers were in suits, and most side events had big institutional sponsors. Finally, we’re a mature, respectable industry… …until Trump drops his next meme coin
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