Fraud or massive data honeypot because the founder is sold? 😂 Many VCs perform terribly, and the most famous ones don’t even beat the S&P for 10 years. If they fail to provide returns, the whole VC business is going to take a high-speed train hit in the face. So when I see a company that provides no more services than Grokbot or whatever does and asks for your credit card details, I’m wondering… is this the biggest VC fraud or an attempt to create the biggest personal data spying network because the Instinct team has less ethics than OpenAI/SpaceX AI/Anthropic when it comes to data? I don’t know. Sus asf.

People who say there’s no PMF for crypto miss the point. Many things need blockchain/crypto, from irrefutable proofs to protecting wealth from elite theft. History shows nearly all countries go to shit by stealing or devaluing money (war, saving big companies, oligarch enrichment, etc). If they don’t, a predator blocks commerce and your fiat goes to zero. Crypto is the new “gold bar in a safe” that you can send worldwide without permission. That’s the MAIN PMF. Always has been. Everything else is casino or made-up utility, especially without censorship resistance.

Pumpfun is not even a rigged casino, it’s a gutter.

While this industry grows more serious, it also grows more predatory and extractive. Fees are everywhere, and most wallets are harder to use than a few years ago. The industry increasingly acts as an unregulated casino: card pack openings, memecoins with insider trading, Rolex gachapon (only KOLs win), perps with insane fees… People should join crypto as the “endgame”, a place to STAY (efficient, secure, fair, enabling, censorship-resistant, and global), not LEAVE (thinking of an exit means crypto is losing). Markets are markets, collective attitude matters more than regulations or signaling. Buying BTC, ETH, XMR, and other crypto in spot because you believe they’re transformative beats blowing savings chasing the next (rigged) lottery win.

The agentic economy is blocked for a few reasons: 1) Security. 2) Advertising, a major revenue source for platforms. Better security solutions are needed so agents do not burn users’ funds on scams.

Crypto wanted to eliminate friction and middlemen. The P2P dream. Now wallets like MetaMask and Phantom are more complex than five years ago, packed with misleading sub-products (stablecoins, perps, partners, in-wallet ads) and higher fees than ever. Though I’m not a rabat-joie, this is what most of the market wants: Sunday gamblers eager to lose money (with fees) trading oil while consulting Grok and scrolling X. In contrast, it’s nice to see people locked in on real priorities like privacy, accessibility, and censorship resistance.

Very fair take. Many early collectors of digital art on-chain (on SuperRare, OpenSea, or Rarible pre-Beeple boom) bought pieces they liked, supported artists, and built collections based on their taste and culture. The key to building a collection is that it should represent yourself and your taste. As an investment, it’s an alternative one: . Don’t seek quick flips. Prioritize culture, displaying pieces, attending galleries and events, meeting like-minded people… and perhaps keeping it for your children or as a donation. Art on-chain, like a photograph, captures a unique moment that will never be created twice.

The country that spends a larger share of its GDP on public expenditure than the late USSR, with 1 politician per 100 inhabitants and the most violent crypto kidnappings, has another brilliant idea 🐓

Yes

Today everyone is a security, cryptography, and prediction expert. Amazing timeline. Reality? The situation is urgent. It’s all about risk management. We don’t give a clear F whether stuff breaks in 2 months or 4 years. Solutions matter. The industry must work together urgently to keep solving problems and make the space safe. Pseudo-academic contrarian bros and chill people usually achieve nothing but signaling and surfing glory from 13 years ago, when the landscape was totally different… no LLMs, quantum threats, or this level of complexity. Doers and workers do. System architects and engineers are the ones solving problems. The next wave in crypto is privacy and security. Why? Think about how much you could lose.