Welcome to 2026 gang
NGL 2025 was chaos. More rugs than 2024. Less mercy. Thinner margins & brutal conditions. And yet, we’re still here 🏆
We survived multiple rugs. We survived a full-blown 10/10 giga liquidation event. Most didn’t. That alone already puts us in the top percentile.
Lets look at our numbers. A quick, no-fluff recap of what I've delivered to my inner circle in 2 years:
$NEURAL (utility): $300k → $165M ATH = 550x
$VERTAI (utility): $200k → $100M ATH = 500x
$MAIN (memecoin): $165k → $8M ATH = ~50x
$ASTER (DEX): $0.22 → $2.4 ATH = ~10x
Additional solid multipliers:
$EAVE (utility): 15x
$HUSBY (utility): 15x
$LEDGER (utility): 10x
$MICRO (utility): 7x
$XNT (L1): 2x with big size and just getting started.
+ many more microcaps in the 2X-5X range.
In 2024, my game was asymmetric microcaps - $1k–$2.5k tickets into seed and private rounds hunting pure 100x outcomes.
2025 forced adaptation. Liquidity tightened. Risk profiles changed. Trusted friends turned full time ruggers.
These conditions forced me to pivot to mid-5-figure to 6-figs high conviction sizing, targeting 50–100% moves with far higher probability.
That pivot paid off. $ASTER and $XNT were the standout executions in that regime.
Now we step into 2026 - with clarity
My core focus areas this year:
Memecoins (evergreen, cycle-agnostic)
Prediction Markets
Privacy
AI
Current portfolio posture:
Year-long conviction holds:
$ASTER - effectively my all-in thesis for the year. Conviction is extremely high.
$XNT - study $KAS, $TAO, and $QUBIC in their early days. Then zoom out. This is a sleeping giant.
One thing that never changes: I stay bullish - in markets and in life. Don't forget that bullish people compound faster, build more, and stay in the game long enough to win 🙂
2026 already feels different. My DMs are flooded with high-quality private round opportunities. The pipeline is alive. Turn on notifications for this channel. The first of many droping anytime this week 👀
Wishing everyone 100x portfolios this year. Time to print🏆
Post #1080
409

- ❤ 9
- 🙏 4