Andy2024

Our full 2026 predictions episode with Haseeb just dropped.
Last episode from us this year, enjoy fam.

My biggest bet for 2026 is neo finance.
What does that mean?
- a new subset of fintech, with consumer frontends and defi backends
- great yield. easy ux. personal finance made easy
- business-driven tokens
- wallets and exchanges to evolve into neobank-like platforms
- institutional bid for DeFi blue chips with sensible value accrual
- buybacks and maximum financial efficiency from protocols
- tokenization, stables, perps
Will be a coming of age year for the industry. Liquidity will flow to those who adapt. Neo finance.

2025 Awards Ceremony is liveeeeeeee 🍾
Were having some champagne in front of the firepit for the 100th livestream of the year. Will be electric. See ya there.

2026 will be far better than the sentiment feels right now.
Pain. Reshuffling. Growth.
It happens every few years in this space. Believe in something.

Pro tip:
No amount of short-term cash grab is worth your reputation in crypto, ever.

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.

Come hang

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.

The best upcoming mainnet launch in next few months will be _____

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.

Canton leading the institutional rally short term makes sense to me.