Things I got wrong this cycle:
- restaking
- Runes/Ordinals
- Friend tech
- Stacks ecosystem
- Sonic
- Arweave/AO
Weirdly, a few good decisions fixed the above mistakes:
- Not fading Sol
- Buying Hype
- Selling airdrops
- No leverage.
Not many lessons to take from these mistakes: I believed and still believe in clicking buttons.
But the amount of clicking has decreased significantly since late 2025.
The R/R for alts seems bad and great airdrops are few and rare.

Twitter

Daily market data review and trend analysis, produced by PANews.
1. Market Observation: At the start of the new week, the precious metals market was the first to be affected. After spot silver broke through $84/ounce to reach a record high, it encountered profit-taking pressure, quickly plunging and turning into an intraday decline, eventually fluctuating around $78. This rollercoaster ride directly impacted related financial products. Spot gold retreated from its historical high of nearly $4550, while platinum and palladium both fell by close to or more than 7%. Besides the traditional logic of Fed rate cut expectations and continued central bank gold purchases, the market began pricing in "commodity control"...

Trading Moments: Silver plunges after hitting a new high; institutions warn of potential correction in precious metals; Bitcoin exhibits a "Dead Cat Bounce"?

The silver (XAG) market is entering a crucial week after the Chicago Mercantile Exchange (CME) announced it will raise margin requirements for the second time in just two weeks, effective Monday, 29/...

CME's latest move worries traders: Why Monday is so important for silver prices.

Meme coins remain one of the most sensitive areas in the crypto market right now. Market liquidation is quite thin (due to the end of the year), so even a slight change in supply or activity...

3 notable meme coins in January 2026

It was stacks ecosystem for me, started farming most projects there from inception yet no airdrops or token launches.
still why bitcoin defi hasn't hit escape velocity yet, even with Bitcoin's run this year.

They missed all the timing. Maybe for the better.
Stacks didnt find pmf yet

Yeah, I hope they keep at it till they find pmf
love the builders there.