AlΞxWacy

The weird thing about $BTC at 65k is that it’s basically the same price range as 2021, while the world around it moved 10 steps forward.
Tokenized stocks/RWAs, stablecoins everywhere, banks and funds leaning in, governments talking regulation instead of bans, corporates starting to add crypto to balance sheets.
That’s why 200k+ honestly feels more logical than 65k.
But short term price isn’t logic, it’s leverage and macro stress. Long term, fundamentals usually catch up.

I don’t really believe people who say “money is just paper” and act like losing it doesn’t matter.
There’s a high chance it’s cope. Either for the feed, or to protect themselves from the feeling.
Money isn’t the goal, but it is energy. It’s time, options, safety, freedom to make mistakes, freedom to say no. Pretending it’s irrelevant doesn’t make you evolved, it usually just makes you reckless.
The “money doesn’t matter” line almost always comes from two places:
People who don’t have it and need a story to feel okay.
Or people who have plenty and like playing the enlightened guru.
A healthier

There is no retail in this market.
You can feel it. No FOMO, no fresh money, just the same timeline looping the same takes while price grinds everyone down.
And that’s not automatically bearish. Early before big runs, retail wasn’t there either. Markets were thin, moves were ugly, conviction was rare.
The trap is expecting an instant reversal. This phase can drag and still hurt.
But if retail is gone, the edge is simple: survive. Don’t burn capital out of boredom. Keep a plan. Stay liquid enough to act when the game wakes up again.

Made more money trading catalysts in 2 weeks than holding altcoins for 6 months.
The shift:
Old: Accumulate → Hold → Sell at ATH
New: Catalyst → Quick profit → Rotate
Why holding doesn't work:
- Most coins never reach old highs
- Liquidity dried up
- Narratives die in days
Trade the event, take profit, move on.
That's the only playbook that works in 2026.

Unpopular take about time in this market.
I waste enough hours scrolling to notice something depressing: I'm not even "behind the trend", the trend is just dead by the time I see it. A meme lives for a day now. We used to rinse one joke for months.
Crypto feels the same.
People still talk in clean 4-year cycles like it's 2017. But everything sped up.
Info travels faster. Positioning faster. Narratives get mined and exhausted faster. Even "big" bullish moves last a weekend. Then you blink and market's chopping your legs again.
Bears don't even feel like proper bears anymore. Not "two years of p

Crypto didn’t get harder.
It got less forgiving.
In 2021 you could be sloppy and still win.
In 2026 sloppiness compounds against you.
• Bad timing no longer gets rescued by cycles
• Average products don’t survive incentives
• “Being early” without distribution is useless
• Attention without control turns into exit liquidity
Most people think the edge is information.
It isn’t.
Information is everywhere.
Capital is everywhere.
Code is everywhere.
The real bottleneck now:
access to real flow.
Flow of users.
Flow of trust.
Flow of capital that doesn’t need to leave immediately.
That’s why the same

Unpopular: Prediction markets will be bigger than most L1s.
Not in TVL. In cultural impact.
My bets:
@Polymarket - category leader
@opinionlabsxyz - fastest mover
@FractionAI_xyz - AI wildcard
Privacy while everyone sleeps:
@aztecnetwork - ZK contracts
@arcium - Solana stealth mode
When CT wakes up, you'll already be 5x late.
Most won't believe this tweet.
Most will stay poor.
Screenshot this. 📸

Unpopular opinion:
Most will capitulate in the next 2 months.
Perfect.
More for us. 💎

30 projects I'm watching.
5 will 50x.
10 will 5x.
15 will rug or die.
I don't know which is which yet.
That's the game. 🎯
Prediction Markets:
- 🔥 @Polymarket - liquidity king
- ⭐ @opinionlabsxyz - fastest growth
- @kalshi - regulated US play
- @FractionAI_xyz - AI agents trading
- @MyriadMarkets - early infra bet
Privacy:
- ⭐ @zcash - OG privacy, Halo 2
- 🔥 @aztecnetwork - private smart contracts
- @CantonNetwork - institutional rails
- @WalrusProtocol - Sui privacy layer
- @nillion - MPC compute
- @arcium - Solana confidential layer
- @aleophq - ZK cloud
- @payy_link - gasless private paym

Unpopular opinion:
We'll be stuck in this limbo longer than you think.
And that's bullish.
Real bull runs don't start when everyone's ready.
They start when everyone gave up waiting.
How long can you stay uncomfortable?