Simonon

Age 1.2 Yıl

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Simonon

4h ago

I’ve spoken to at least 5 major VCs and industry insiders this week who either doubt the market will ever fully recover, or have already exited and shifted their focus to AI and Web2 equities.
The great cleanse is almost over.
Then we go much higher for much longer.

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Simonon

7h ago

gm to my 7 followers who refuse to believe it’s over for crypto.
Don’t get distracted by the noise, which is actually the signal.
The more people give up, the bigger and more glorious the eventual win will be for you.
Don’t let anyone tell you otherwise.
Keep going champ.

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Simonon

02-12 14:55

Another incredibly underwhelming launch today:
Aztec
They raised $157M and are now trading at $59M market cap, $215M FDV. Even that feels too expensive.
Their public sale two months ago was at a $480M FDV, immediate losses of over -50%.
Retail is down bad. a16z and other tOp TiEr investors are probably down even worse.
This reflects everything that’s wrong with the industry:
- Massively overfunded VCs bidding valuations to infinity
- Founders with ego issues allowing bids to infinity
- Too much focus on infra and academic experiments instead of real businesses with revenue
- Blind public inve

AZTEC28,41%

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Simonon

02-12 07:23

gm to absolutely everyone except the shady market makers artificially pumping up berachain for no reason
I mean, who is still falling for this?

BERA-8,49%

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Simonon

02-11 14:24

I’M BACK IN CONTROL
Simon: 1
Scammers: 0
Hope none of you fell for that low-effort attempt of me "promoting" a scam memecoin.
Huge thanks to everyone who reached out, helped spread the word that the account was compromised, and especially the few chads who helped recover it so quickly.
The effort hackers & scammers put in is annoying, but it doesn’t compare to the power of this community and every single one of you.
Love you all.