Rollup social indicators are ringing the warning bell for any remaining bears. This is a unique insight we've been able to harvest over the last 6 years and multiple cycles. To me, this suggests a continued bull market in crypto assets & a massive surge of social interest to return soon. The best is yet to come.

Sam Kazemian says FraxNet is positioned as the end game because Frax has direct relationships with SuperState, WisdomTree and Securitize "I think that's actually the end game. We're even better positioned to do exactly that because of FraxUSD, we have direct relationships with Superstate, WisdomTree, Securitize, you name it. Midas just added FraxUSD as a subscription asset." "If you have a FraxNet account, you can through us mint and redeem, because we issue FraxUSD and have the direct relationship with all of them. So we can already provide essentially a passport ID to be able to do that." "I wish eventually we could do it with ZK, but it has to do with the end issuer."

Tychee says he would play the $150K Coinbase Champions conservatively and let other traders lose money while he bets on Jez going zero or Valhalla "I'm a little more conservative. I try to minimize my mistakes, and I think I would try to let other people lose money and try to be number one." "Some of them are going to go high-risk, high-reward. They're going to go max long at the beginning. Some others will try to take it more conservative, do some scalp trading." "I've got to vote for my friend Jez here. I'm a big fan of high-risk, high-reward, and I think he's going to just go for zero or Valhalla."

Arthur Hayes says the best crypto story to tell right now is AI agents running all of your financial services "I think the best story I want to tell is AI agents will run all of your financial services. How are they going to access these financial services?" "Trillions of agents doing all sorts of things, super cheap, 24/7, rebalancing your portfolio, all these discrete transactions, creating all these fees, right? I want to tell that story. It doesn't really matter what it is that they're actually doing, because if I get to tell that story with a straight face and people can nod their heads and believe me."

Nick Ducoff thinks Solana borrow lend is the most overlooked part of the ecosystem as Kamino grows and Orca buys into permissioned pools "With respect to things that are overlooked in the Solana ecosystem, I think it's our borrow lend ecosystem, honestly. Morpho is making a lot of noise in the EVM." "You've got Kamino, Michael Weitz, who just deeply understands credit markets and is based in New York, I think going to be transformative for the Kamino business." "Was recently acquired by Orca, one of the large AMMs on Solana, and really focused on permissioned pools, which is a key part of the innovation exemption. So don't sleep on the borrow lend market on Solana."

Vibhu thinks crypto has basically discovered every possible use case for tokens over the last 10 years "The infrastructure is identical and that infrastructure we built for many years. Everything's a token, and honestly, I think we've basically discovered all of the possible use cases for tokens over the last 10 years. So all the things that work for crypto and all the things that work for memecoins will work for equities, will work for other things that are permissionless. We don't have to rebuild that. We're not starting from scratch. That infrastructure is battle tested over many years. So when there's a new thing that emerges, it just plugs in to this entire stack that exists on Solana."

Drake Evans thinks stablecoins will replace local foreign currencies and grow into a $10T market "I think it's all money. Foreign currencies are at almost more risk than eurodollars, because eurodollars means you have access to dollars offshore in some capacity. But what's really interesting is the fact that I think stablecoins will replace local foreign currencies. That's one of the trends we're going to see in the next little bit, governments being like, wait a minute, I'm losing my sovereignty because I no longer have a central bank that can actually function because everyone's just adopting stablecoins and what's interesting is there's not a lot they can do about it. You can ban the apps, you can do this, but at the end of the day, the internet's the internet." "It's how big is all money globally? That to me is where the stablecoin opportunity is. So I don't know, $10 trillion in 2028? Who knows?"

Rasmr says he was the only one defending Ansem in 2024 while the hate mob ran all day “The moment I slip up, everyone is slamming me.” “Back in 2024, I was the only guy that defended Ansem, when Ansem was pushing the memecoin supercycle. It was a hate mob on Ansem 24/7. A hate mob on Ansem 24/7.” “The reason I’m getting hate is because who else is there to hate on? That’s actually the reason.”

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Raoul Pal says AI agents need crypto because human finance is too slow and even closes on weekends "You can coalesce capital really fast in crypto so it can find an idea, raise capital for it, exploit the idea, close the business." "Carbon, we're slow. Silicon, very fast. What we've built is for carbon. It's for humans. We even close on weekends." "So you need fast blockchains, fast throughput for them to be able to make microtransactions instantaneously at scale."

Nate says at some point Nvidia stops being a company and starts being an economy, and Long is how you distribute that "Nvidia is already the largest company out there. Projected to be tens of trillions by 2030. At that point Nvidia almost becomes a country rather than a company. You’re talking about the GDP of Germany." "When those stocks become economies by themselves, it starts to be more about massive distribution and adoption of the stock." "One of the coolest things I’m thinking about is how we can pop $AI and get more distribution and ownership around stocks through Long. I’m just looking at our data."

Guy Young says the October 10 incident crushed open interest worse than FTX and Luna "I do think this particular bear market had a few different exogenous things that came together that in many different ways were like some of the worst things that could have happened to Ethena." "I think people don't realize open interest kind of collapsed actually more aggressively than it did in the 2022 bear markets during FTX Luna." "10/10 was actually worse when it came to the impact on the derivatives market."

Threadguy says your kids are going to ask what you were doing during Jackson Hole 2026 "We’re going to watch it. It’s going to be long and probably really boring but it’s going to be historic." "You’re going to think back, what were you doing during the great Jackson Hole Fed chair speech of 2026? ad you’re going to say I was watching it." "Your kids are going to ask you. What were you doing in 2026 at Jackson Hole when Kevin Warsh spoke? and you’re going to say I was watching it. Be proud of that."