Realism != Nihilism

Crypto sentiment is suffering from a outburst of nihilism. People see the market for what it is today, but do not see an evolved path forward. They simply see more of the same. And it’s kind of sad.

We are seeing this sentiment across the board, from retail investors to VCs all the way to operators. It’s a pretty terrible thing, and is weighing on the market too.

Macro supposedly doesn’t look great (not th

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What an excellent read! Narratives and jargon keep churning out through and through. We need more non-consensus, use-case-driven optimists.