IgnasDeFi

Learning crypto was much harder than learning AI now. We had to go to forums or ask on X to check ‘why my transaction stuck on Metamask’ and then learn how to reset wallet, RPC etc. Then get scammed once or twice while doing so. Learning to use AI is fundamentally different:You try to build stuff, it doesn’t work and you ask AI how to make it work. Repeat until it works.

AI vibing tools are improving, but many APIs that were previously free now require payment, limiting my ability to experiment.e.g., a few months ago Claude could scan my EVM and Solana wallet history, and make great reports. Now it failed at the task, hitting AI limits.API limits and paywalls are becoming significant bottlenecks for me.And I also believe API providers with unique data are selling shovels in this AI gold rush.

I thought claims that Epstein created Bitcoin were exaggerated.But checking Reddit, retail genuinely believes BTC dumped because of it.When people sell for the wrong reasons, there\'s usually an opportunity . somewhere.

You need to survive three crypto cycles to make it:- First for learning- Second for earning- T̶h̶i̶r̶d̶ ̶f̶o̶r̶ ̶g̶e̶n̶e̶r̶a̶t̶i̶o̶n̶a̶l̶ ̶w̶e̶a̶l̶t̶h̶- Fourth for generational wealth

Weirdly, I already lost the mental attachment to my ATH number of my portfolio. Just a month ago it used to bug me for failing to sell the top. But this market bleed replaced FOMO with a new mental state. Now, my brain tells me to protect what I got, survive, and research new opportunities. This is how acceptance feels!

Timely Aave DAO vote to shut down three L2 deployments:1. zkSync2. Metis3. SoneiumDue to:- Low and persistent usage- No signs of organic growth- No credible short-term path to becoming meaningful contributors to the Aave ecosystem Ouch

Imagine the future if $ETH chosen digital silver narrative instead of digital oil. TRILLIONS

The major bearish argument against crypto is China. They ban it seeing it as net negative for society and promote their own CBDC.

"Digital gold"

C. Wood of Jefferies cuts a 10% Bitcoin allo from his portfolio, fearing quantum computing.
The quantum FUD is going to be the story of 2026 because:
1) very few people ACTUALLY understand quantum technology and
2) crypto is dominated by narratives, vibes, and momentum, it makes crypto vulnerable to FUDs.
$ETH with its quantum roadmap looks good here.

Maybe I'm just short-term thinking but no yield on stablecoins is good for DeFi:
- Yield on USDC on Coinbase or holding via Circle? -> Stablecoins never leave their ecosystem
- No yield on stablecoins? -> Users forced to chase yield in DeFi.
This generates revenue for DeFi protocols, promotes innovation, and new models.
$AAVE, $PENDLE, $FLUID and other protocols would benefit.
Although native yield bearing stablecoin wrappers would be cool. Something like wstUSDC.

SocialFi got rekt badly.
X killing Infofi is one, but Base and Farcaster both moving from decentralized social media to trading-first approach is... unfortunate. Lens & other competitors are dead, too.
Crypto would benefit from decentralized media as:
- The geopolitical situation is uncertain with countries considering banning X
- X killing APIs shows that businesses can't rely on centralized platforms
- Crypto is narrative based industry. CT being a hostage of X for vibes is risky
Infofi platforms failed to solve the tough problem of AI slop. So X team solved it for them.
Timeline is much bet

Crypto Truths & Lies for the Year 2026:
Instead of predictions, I share my truths and lies to spot the next big crypto trends.
Read it here:

My whole X timeline is crypto-only now.
God, I love it here.
Especially when the market is green.

Every new year, I create a new degen hot wallet, deposit some USDC, and trade and farm airdrops.
This time, I also opened a new tradfi brokerage account to trade stocks.
State of the (boring) crypto market.
Let's see if my altcoin or stock portfolio wins.

Crypto Truths & Lies: Lessons from 2025
If you don’t review your own thinking, you’re not investing, but just guessing.
Read it here 👇