Ash2023

Trenches even more extractive than ever
• Bunch of new launchpads popping up just for creators to farm the taxes
• Bags meta is questionable -> tokens are not official, so degens are begging the real founders to acknowledge the coins and claims fees (didn't we already go through this in 2024?)
• Tokens topped out at the $20-$40m range, ceilings are super low
• Recycled meta (yea these AI intentions are groundbreaking, tokens however do nothing)
• Oh the former mayor of New York launched his meme which rugged
• Only tokens that have been supply controlled (>80%) pumps these days
• Even lesser

unsure if i am on substack or x these days

gm if you are seeing more CT content on your feed
we are so back.

> CT is dying and showing me irrelevant slop
> Nikita is killing X
> Can't see my friends' posts/articles anymore
Solution for you:

My 2026 prediction is that everyone will make a 2027 prediction by the end of this year.

Seeing more and more apps earning higher revenues than the chain they are built on.
Fat app thesis playing out
2026 is the year value shifts back to successful applications with strong user bases and revenue. 
gKami

if you are in crypto, pivot to daycare

“it’s going to take 3 years…”
do it or don’t, time will pass anyway