Athena Index score: pending/100
Salana will be the only blockchain that maximizes both speed and performance but also decentralization simultaneously because most people kind of just choose one and you know that opens up a lot more
this rush into gold, crypto, everything else keeps going.
we've got further to go and we've got the big liquidity burst to come
my view is 2026 is going to be a headline banner year. I think we've got liquidity coming, rate cuts coming, regulation coming, fiscal stimulus coming. Everything seems to be teeing up for something b
So US treasuries are great and we're investing in a protocol called Ono that does that. They already have I think 12 billion of that. Great use case, right?
So the incentives for traditional finance to bring stuff on chain have never been stronger.
So I'm very bullish on what's coming there. Extremely bullish.
your your money's getting evaporated, which is why this rush into gold, crypto, everything else keeps going.
I still think we finish up strongly and I think it goes a lot longer than people expect.
It's the broader sector's term for that to happen over the next 12 to 24 months.
I believe that this has been an overhang that reminds me a lot coming out of the dotcom bubble, which took a long time to get out.
And only now do I think between the PMIs and the Fed cutting rates that we're actually going to see that go up.
creating what he sees as the setup for a major risk-asset melt-up.
defi is going to eat the world.
I think by mid-November, mid to late November, you have a market structure bill done.
all of these big banks, they will obviously chase the stablecoin narrative fast now as a consequence of the Genius
i think that is mostly a good story for eath
concluding that fundamentals remain strong despite extreme price volatility
the end of the cycle, whether it's the crypto cycle... doesn't seem to be the case. We haven't even picked up. So, we haven't had a cycle yet.
this overhang that's felt shows up in supply. what Bitcoin's going through at this point this year.