I am glad I did my bets on it early, because as much as I love robotics, it’s unfortunately starting to feel like a too obvious and crowded trade.
When every shitty crypto VC suddenly expands into AI and robotics, and every Tier 2 robotics company you’ve never heard of is suddenly raising a multi-billion dollar round, you know it’s time to get more careful.
Which makes the next 18 months extremely predictable:
Valuations will keep detaching completely from fundamentals. Every ex-Tesla, ex-Boston Dynamics and ex-DeepMind engineer will raise a seed round at a Series B price. The talent war will

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Simonon

13h ago

Bottoms are never obvious and the best entries never feel safe.
But if you let bear market ptsd hold you back buying low while fundamentals are clearly improving, you will miss out.
Risk avoidance is return avoidance.

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Simonon

21h ago

Memes down, tokenized assets up.
Maybe the most bullish trend I have seen in crypto for years.

MEMES-0.47%

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Simonon

06-26 08:07

Funny how @saylor went from hero to villain the moment the chart stopped going up. All of a sudden everyone is a MicroStrategy quant calling for generational lows for both $MSTR and $BTC.
So yeah, either it's over for the space, or we are just very close to the local bottom.
Guess which one I am betting on.

BTC1.28%

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Simonon

06-25 15:42

Multicoin just published a Hyperliquid analysis and valuation report.
TLDR for $HYPE:
Bear case $109
Base case $319
Bull case $689
Hyperliquid.

HYPE0.93%

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Simonon

06-25 15:14

A founder just informed me that they ran out of runway and have to wind down their business.
Paying himself $212k a year, in a bear market, with a pre revenue startup.
And somehow it's "the market's fault."
Can't make this shit up.

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Simonon

06-25 11:40

The end of the AI bubble will be the beginning of the biggest crypto bull run in history.
Imagine chasing the top of the former while the latter is sitting right at the bottom.

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Simonon

06-24 17:42

In my almost 10 years in crypto, it has never felt this bad to hold.
And it has never made more sense to.
Don’t be this guy who came this far to only come this far.

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Simonon

06-24 15:21

Public sale platforms and launchpads have become ghost towns recently, zero successful raises across the board and sentiment are all time lows.
Meanwhile, our @echodotxyz community just ran the most successful round we've ever had.
There are levels to this.
🐝

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Simonon

06-23 16:24

We recently had the first NASDAQ listing for one of our portfolio companies, which was a great success.
However, the whole process just reminded me once again how broken the TradFi world truly is and by how many orders of magnitude crypto rails could make all of this better.
Even though the listing was over a month ago, half a dozen middlemen and a very opaque share transfer process have resulted in us still not having our shares to this day.
And the funniest part: no matter which of these middlemen you talk to, nobody knows what's going on and nobody is at fault.
Whenever I have to deal with

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Simonon

06-23 13:35

Everyone is crying about the market while I'm having the time of my life.
The bear market did exactly what it was supposed to do: it flushed out everyone who wasn't supposed to be here like grifters, extractors, hype chasers, quick flippers, airdrop farmers etc.
What's left is the most concentrated pool of exceptional founders I've seen in 10 years of crypto. Those who are still around show maximum conviction, long term mindset and the best thing is they work on problems that actually matter.
And the cherry on top is that valuations for pre-seed and seed stages have come down a lot to much fai

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Simonon

06-22 09:21

gMPC to absolutely everyone except those who aren't incredibly excited for the most TGE of the year today ☂️

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Simonon

06-21 12:39

Broke: buying $SOL because it’s Solana season.
Woke: buying the productive assets that are causing Solana season to happen.

SOL4.26%

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Simonon

06-20 11:02

The market right now reminds me of someone who's been in a toxic relationship for so long that they can't recognize when something good is actually happening.
Iran deal signed, CLARITY Act moving forward, stablecoin adoption at ATH, real onchain businesses like Hyperliquid, Polymarket and Collector printing revenue and getting mainstream attention.
However, this market has been beaten down so badly that it can't even recognize good news anymore. Every bullish catalyst gets dismissed, every positive headline gets met with "yeah but..."
This is what capitulation looks like. Just complete emotion

HYPE0.93%

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Simonon

06-19 17:26

Pretty cool how Solana has evolved from being a memecoin slop chain to the go to chain for tokenized equities AND collectible capital markets, addressing both professional institutional investors and the retail mass market.
Evolving into the perfectly positioned barbell balanced ecosystem right now.
And this right at the market bottom.

SOL4.26%

MEME-0.43%

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Simonon

06-19 06:52

Try to find me a more beautiful chart in crypto right now. You literally can't.
$CARDS is about to hit new ATHs and enter price discovery as it grows in tandem with its underlying fundamentals.
Same price as September last year, but with 10x the volume and revenue.
Expecting this trend to continue.