FDA and EMA are starting to look on psychedelics

Bryan Johson had taken psychedelics literally

Meanwhile PsyDAO is priced under $1M

A new ATH by EOY and The 4 Year Cycle broken

Finally, a babygirl

Some coins are generating revenue. I avoid those coins. 0 revenue does not have limits

Though it's possible for the market to trade them at hundreds of multiples for a moat, usually the brand

X Smart Cashtags is coming

"Consumer" apps are disguised hyperfinancialization

Base, Monad, MegaETH, are all in the same direction

All of them zero sum. Exception on prediction markets

Real consumer apps is coming in the next cycle after someone truly build HTTPS for crypto

Market shocked for SEND

I believe in Yash and team

1.4m for a DeAI is a bargain

Acquired 0.05% of supply

Risk always there

Go big or go home

(I'm scared)

Believing in something intangible is harder than believing in something tangible

By breaking normie barrier, I'm pointing to public figures outside the finance industry.

Prediction markets became mainstream but it's not for normie.

DeAI DeFAI X402 whatever unlikely to break the normie barrier due to power user.

I have no idea what will break the barrier. I believe it's a social app built on RTS blockchains.

Multiplayer Games? Gambling? Tap trading? Content coins? DeSci? NFT again?

All of them are reasonable and unreasonable. I'm betting on the infra: MegaETH and Magicblock.

Time will tell

Changed my mind: DeAI shall capture the narrative from AI

I'm stuck wih apophenia thinking where major DeFi had second rally in late 2021 but NFT had the center of attention

This makes me think major DeAI like Virtuals and Bittensor could have a second rally. Then something breaks the normie barrier such as: Sirin*Messi 2017 and BAYC*Eminem 2021

nostr:nevent1qqsrvg9q3ut2g9r6zrs0uxpyvewyx3zvr3z0mxhetpe5j75eke0azyq4f7ed4

My Hope-Thesis for 2026

MetaDAO

BioDAOs

MegaETH

Magicblock

My Anti-Thesis for 2026

Prediction Markets

Creator Coins

DeAI

2 years ago I believed local LLM will dominate the AI industry.

How naive I am

Distribution is everything

I notice not a single 2026 crypto predictions mention DeAI like Ritual, Pluralis, Gensyn, Nous, or PrimeIntellect

It could mean it's not mature yet

It could mean it's overlooked

Time will tell

This year I lost -95%

-25% from options

-25% from memes

Do the math and I lost only an extra -5%

That's the trap of linearity

Actual loss is -20x

-10x if I opted out from options and memes

-2x if I opted in for cash

Think in exes

Truemarkets killed by kalshi x cnn

X402 birthed and massacred by coinbase

For the better or worse

Migrated from farcaster

hello world, I just made this account on https://nostr.com! #introductions