Crypto is looking pretty good here: - BTC is still above $100k. - Tether generated almost $14b in real cash last year, and CRCL has surpassed expectations, highlighting real institutional demand for stablecoins. - The Genius Act passed through the Senate and is on its way to becoming law. - Plasma’s deposit campaign reached the cap of $1b in 35 minutes. - Internet capital markets are real and Pumdotfun continues generating exceptional daily revenues. - Solana continues to execute on increase bandwidth, reduce latency (IBRL) and growing internet capital markets. Simultaneously, the Ethereum Foundation appears to be turning around. - Policy changes are enabling treasury companies to scale and launch yield-bearing ETFs through staking. - JP Morgan is issuing its own deposit coin with many more banks and large fintechs’ stablecoins on the way. - InfoFi might actually work and be sustainable. - Hyperliquid continues growing the pie of onchain trading volume, with HYPE catalysing crypto companies with PMF to push revenue towards their token. - Aave’s TVL, total loans enabled, and real-world impact are all at ATH Too many let headlines shake their conviction; don’t forget, you just aren’t bullish enough.