A lot of familiar faces from the trenches have gone quiet these past few months. That’s what happens after a brutal cycle, people take heavy hits, capital gets wiped, and chart fatigue sets in.

Totally normal.

I’ve even been getting DMs asking if I’ve left crypto.

Not even close.

For those who don’t know: I’ve been full-time in crypto since 2020. This isn’t a phase or a side hustle, this is home.

You might have noticed I haven’t been posting many microcap “alpha” plays lately. That’s intentional. I’ve largely outgrown the ETH/SOL microcap casino and have been focusing my energy on bigger asymmetric opportunities.

Right now there are two areas I’m extremely convicted on.

First. $ASTER.
This is my highest conviction play of the year. The setup, the positioning, the momentum building behind it, everything lines up. I’m heavily positioned and treating this as a major cycle trade.

Second, I’ve been deep in the trenches networking with some serious builders and operators on a brand new chain. The energy there feels very reminiscent of the earliest Solana days, when the opportunity surface was wide open and the insiders who showed up early made generational returns.

The conversations happening behind the scenes are enough to make it clear:
this new ecosystem is going to matter.

So I’m positioning accordingly and planning to spend a significant part of this year deep inside that network, capturing opportunities as they emerge.

If you’re still here, still paying attention, and still hungry for the next wave -

turn notifications on.