One of the most fascinating shifts I've noticed lately:
Non-crypto natives are more bullish on this industry than crypto natives themselves right now.
You feel it clearly in LP conversations while being out there raising. The crypto crowd is tired and keeps telling you to pivot to AI and robotics. The traditional investors are leaning in, drawn by the fundamentals we've built over the past few years and the regulatory tailwinds finally landing.
It doesn't feel obvious yet, but it's exactly these backend shifts that will carry the entire industry higher for longer, and the sentiment shift screams bottom at me.
The best time to bet on crypto is right now.
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