My eyes are on fundamentally strong, growth oriented tokens in DeFi upside in 2026. Hyperliquid, Lighter, Aave, Morpho, Sky, Aerodrome. Will update finalized neo finance thesis soon.
The biggest value prop for crypto markets to zoomers is giving us a chance to succeed when the odds have never been worse. Real estate, stocks, metals, cost of living all at generational highs. We are exit liquidity for boomers riding 20 years of gains in tax-free 401Ks and IRAs. In crypto markets, they have no advantage. They are buying our assets instead. We grew up onchain. We grew up online. We grew up on social media. Its a new world now. The greatest wealth transfer is underway. Stay the course.
Rumor mill currently saying there's a massive partnership with NASDAQ coming for a big company in crypto. Reading different things but the idea is they will become a validator and major network participant onchain. Would be a first of its kind.
Nearly every recipient of the $LIT airdrop will be a seller within the first week imo. Just not the same market conditions as we had when $HYPE launched. Is what it is. Would love to buy something low, I think it'll perform well shorter term but who knows. Just my thoughts now as I do not have as many Lighter points as I'd like to have had. Oh well. Buyer sub $3, would be stoked to see $2.
Lighter OI likely drops by 20%+ and volume decreases by 30%+ after the initial token volatility settles. This ain't a perps market right now. It's a crabby, bearish leaning market that really doesn't look good. That being said, I'm a buyer of $LIT at $2B FDV. HYPE playbook.
If you've made any material amount of gains this year, take care of your friends and family this holiday season. Most people are still struggling with high prices on everyday items. Good karma is your friend.
Bad news: There is still so much investor overhang on 99% of cryptoassets. 90% of them are in trouble. Good news: We will have outliers with major asymmetric outperformance in 2026. We will find them.
2025 Year in Review: RWAs & Tokenization episode just dropped. What a year for this category. What comes next is a new, burgeoning type of consumer finance apps. Stoked for next year.
2026 is the year of neo finance. Instead of getting a 0.25% APY in a checking account, you get 6%. Its a new superset of fintech, with consumer frontends and DeFi backends. Great yield, easy ux, personal finance made easy.