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The Global Uncertainty Index just hit an all-time high..
Higher than 2008 financial crisis..
Higher than 2020 COVID crash..
Higher than 1997 Asian Financial Crisis..
Higher than 2001 dot-com bust..
And this time it's not one big trigger.. it's everything piling up at once..
Been through a few of these cycles now.. and what's different this time is the simultaneity..
Trade tensions remain completely unresolved.. major economies running without long-term trade deals.. keeping supply chains shaky and prices volatile..
Geopolitical risks are extremely high.. Russia-Ukraine war still raging.. US-Ir
Higher than 2008 financial crisis..
Higher than 2020 COVID crash..
Higher than 1997 Asian Financial Crisis..
Higher than 2001 dot-com bust..
And this time it's not one big trigger.. it's everything piling up at once..
Been through a few of these cycles now.. and what's different this time is the simultaneity..
Trade tensions remain completely unresolved.. major economies running without long-term trade deals.. keeping supply chains shaky and prices volatile..
Geopolitical risks are extremely high.. Russia-Ukraine war still raging.. US-Ir
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everyone's speculating about a Hyperliquid airdrop tomorrow.. tbh.. I hope they don't do it.. they don't need artificial incentives right now.. they already own the perp DEX category.. flipping CEXs without a single points farm or airdrop bribe.. the more $HYPE the AF burns
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everyone's speculating about a Hyperliquid airdrop tomorrow..
tbh.. I hope they don't do it..
they don't need artificial incentives right now.. they already own the perp DEX category.. flipping CEXs without a single points farm or airdrop bribe..
the more $HYPE the AF burns now.. the more impactful future incentives become..
and timing matters more than people think..
why reward users when BTC is at $68k and sentiment is in the gutter.. wait for a new ATH.. do a retroactive drop when everyone's euphoric and the numbers actually feel meaningful..
Jeff's been referencing Bezos and Amazon's long
tbh.. I hope they don't do it..
they don't need artificial incentives right now.. they already own the perp DEX category.. flipping CEXs without a single points farm or airdrop bribe..
the more $HYPE the AF burns now.. the more impactful future incentives become..
and timing matters more than people think..
why reward users when BTC is at $68k and sentiment is in the gutter.. wait for a new ATH.. do a retroactive drop when everyone's euphoric and the numbers actually feel meaningful..
Jeff's been referencing Bezos and Amazon's long
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remember when Twitter gave NFT holders hexagonal profile pictures.. felt like mainstream validation for the space at the time.. then NFTs died down.. and Twitter just.. quietly removed the feature.. no announcement.. no explanation.. just gone.. and nobody said a word..
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vibecoding sells the dream of a "magic button"..
and honestly.. it's working.. people are paying $100/month feeling like they're finally building something..
but most of them aren't building.. they're just experimenting in circles..
the ratio of people who actually ship something meaningful vs people who just vibe around with prompts is brutal..
a handful monetize what they build.. the rest are essentially just feeding usage data to the platforms..
paying to be the product..
not saying don't vibe code.. I do it myself..
just know the difference between building and experimenting..
and honestly.. it's working.. people are paying $100/month feeling like they're finally building something..
but most of them aren't building.. they're just experimenting in circles..
the ratio of people who actually ship something meaningful vs people who just vibe around with prompts is brutal..
a handful monetize what they build.. the rest are essentially just feeding usage data to the platforms..
paying to be the product..
not saying don't vibe code.. I do it myself..
just know the difference between building and experimenting..
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When I was young I used to hate creepy crawlers... and Now I am an adult this Fear and Greed index has become a real creepy crawler.. Since last two years its just going slowly up and down killing narratives Killing new products.. Killing the early enthusiast of web3 but
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remember when Twitter gave NFT holders hexagonal profile pictures..
felt like mainstream validation for the space at the time..
then NFTs died down.. and Twitter just.. quietly removed the feature..
no announcement.. no explanation.. just gone..
and nobody said a word..
that's the thing about platforms building "Web3 features".. they're not doing it cause they believe in ownership or decentralization..
they do it when the narrative is hot.. when there's engagement and PR value in it..
the moment that narrative cools? feature disappears..
your "ownership" only exists as long as the platform fin
felt like mainstream validation for the space at the time..
then NFTs died down.. and Twitter just.. quietly removed the feature..
no announcement.. no explanation.. just gone..
and nobody said a word..
that's the thing about platforms building "Web3 features".. they're not doing it cause they believe in ownership or decentralization..
they do it when the narrative is hot.. when there's engagement and PR value in it..
the moment that narrative cools? feature disappears..
your "ownership" only exists as long as the platform fin
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been in crypto long enough to see how narratives get manufactured.. we took something that doesn’t generate cashflow.. doesn’t yield anything.. and convinced the world it’s valuable purely cause the next buyer might pay more.. it used to be raw internet money.. niche.. weird..
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been in crypto long enough to see how narratives get manufactured..
we took something that doesn’t generate cashflow.. doesn’t yield anything.. and convinced the world it’s valuable purely cause the next buyer might pay more..
it used to be raw internet money.. niche.. weird.. almost honest in what it was..
then institutions showed up.. cleaned it up.. slapped labels like “digital gold” and “store of value” on it.. not cause it changed.. but cause they needed scale to exit..
and when you strip all the words away.. it’s still just a massive speculative game..
feels like the moment people realiz
we took something that doesn’t generate cashflow.. doesn’t yield anything.. and convinced the world it’s valuable purely cause the next buyer might pay more..
it used to be raw internet money.. niche.. weird.. almost honest in what it was..
then institutions showed up.. cleaned it up.. slapped labels like “digital gold” and “store of value” on it.. not cause it changed.. but cause they needed scale to exit..
and when you strip all the words away.. it’s still just a massive speculative game..
feels like the moment people realiz
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I invested in crypto, it CRASHED Moved to stocks, they CRASHED Bought gold for safety, it CRASHED Cashed out to USD, dollar CRASHED Finally put money in the bank for fixed interest… banks started CRASHING. Nothing is safe in 2026.
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x402 might be the most underrated infra play in crypto right now.. and the numbers back it up.. - 161M+ transactions processed - $43.51M total volume Stripe already launched it on Base but here's why this actually matters beyond the metrics.. AI agents are becoming a real
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been quiet on the bear posting lately.. and honestly.. I think most people are just mirroring each other's panic.. there's no FTX sized catalyst sitting on the horizon right now.. so what exactly are we all dreading.. I was mostly watching from the sidelines between $120k and
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been through a few cycles now.. and this last one felt different in a weird way.. not because the money wasn't there.. it was.. but it moved so fast and so randomly that most people were always one step behind.. waiting for alt season that never really came.. chasing
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