Andy2024

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THE RETURN TO FUNDAMENTALS WILL BE GLORIOUS.
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Can’t stop thinking about neo finance.
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DeFi protocols ranked by total fees generated in 2025:
1. Meteora: $1.25B
2. Jupiter: $1.11B
3. Uniswap: $1.06B
4. $937M
5. Hyperliquid: $909M
6. Lido: $846M
7. Jito: $813M
8. Aave: $809M
9. Raydium: $656M
10. PancakeSwap: $574M
My predictions for 2026:
1. Hyperliquid
2. Jupiter
3. Uniswap
4. Meteora
5. Pump fun
MET8,41%
JUP5,99%
UNI3,68%
HYPE1,4%
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Firmly believe in the repricing of the crypto market led by fundamentally strong, economically stable, and highly competitive teams focused on institutional adoption.
This is the core theme for 2026.
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2026 will be massive for most of you.
Manifest it.
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Stablecoin supercycle mindvirus to continue proliferating in 2026.
Will likely surpass $500B+ in total outstanding supply onchain.
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Which chain ecosystem are you most bullish on going into 2026???
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I want all of you guys to win big. I really do. It takes time, but if you’re reading this, I’m on your side. Whatever we do, in 5 years we’ll look back and be proud. We'll make big strides just like we did the last 5 years. Don’t lose your optimism. We will win.
Let’s keep winning together. Happy New Years from Florida fam 🥂
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Our full 2026 predictions episode with Haseeb just dropped.
Last episode from us this year, enjoy fam.
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My biggest bet for 2026 is neo finance.
What does that mean?
- a new subset of fintech, with consumer frontends and defi backends
- great yield. easy ux. personal finance made easy
- business-driven tokens
- wallets and exchanges to evolve into neobank-like platforms
- institutional bid for DeFi blue chips with sensible value accrual
- buybacks and maximum financial efficiency from protocols
- tokenization, stables, perps
Will be a coming of age year for the industry. Liquidity will flow to those who adapt. Neo finance.
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2025 Awards Ceremony is liveeeeeeee 🍾
Were having some champagne in front of the firepit for the 100th livestream of the year. Will be electric. See ya there.
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Winter in Florida. Good vibes 🤙
See you on the show.
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2026 will be far better than the sentiment feels right now.
Pain. Reshuffling. Growth.
It happens every few years in this space. Believe in something.
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Pro tip:
No amount of short-term cash grab is worth your reputation in crypto, ever.
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My eyes are on fundamentally strong, growth oriented tokens in DeFi upside in 2026.
Hyperliquid, Lighter, Aave, Morpho, Sky, Aerodrome. Will update finalized neo finance thesis soon.
HYPE1,4%
LIT-1,72%
AAVE8,89%
MORPHO2,56%
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Some tokens with hot narratives, strong adoption metrics, and impeccable teams
look very constructive for the first time in awhile.
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The biggest value prop for crypto markets to zoomers is giving us a chance to succeed when the odds have never been worse.
Real estate, stocks, metals, cost of living all at generational highs. We are exit liquidity for boomers riding 20 years of gains in tax-free 401Ks and IRAs.
In crypto markets, they have no advantage. They are buying our assets instead.
We grew up onchain. We grew up online. We grew up on social media.
Its a new world now.
The greatest wealth transfer is underway. Stay the course.
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This chart tells you exactly what you need to know about the demand side for tokenized equities globally, 24/7.
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