There wasn't so much of a "sell the news" event here but I don't think that this is a bad hold going into 2026. The pack for value is really thinning and at worst $UNI underperforms relative to majors going into next year, and at best, the buy-back/burn narrative sees people start to value DeFi at > current prices. So, is $10 here possible? Historically yes.

Thoughts going into 2026

https://x.com/lowercaseboot/status/2006614937599197454?s=20

I've been thinking about this for a while and I know it's counter narrative to be bullish on buy backs but I think it's great optics/confidence vs anything else.

I mean, what else is the money for? There obviously isn't a 1-1 price spike because market caps etc and people will sell into them. But for dinosaur DeFi tokens I am much more bullish that they push for something other than governance as utility on the coin.

We'll have to see how it plays out but I am still betting this year is for DeFi. It's cyclically the most sense narrative.

Reply to mert with a TL;DR on why buybacks are not terrible.

https://x.com/i/status/2007571324751818884

Expanded thoughts on DeFi here as a narrative

https://x.com/lowercaseboot/status/2007619303781060829?s=20

https://x.com/lowercaseboot/status/2008057208773419128?s=20

Been thinking about "cycles" and where we stand right now as an industry.
TL;DR of it all is - back assets. Don't wait for things to retrace or cycle back to lows. Just buy good stuff that is cycle independent. It's much more likely that model is cooked, and most stuff goes to zero, than rotates back. The industry is more cyclic but there are no cycles per say.

This was my retirement play (if I held).

https://x.com/lowercaseboot/status/2008297393608085609?s=20

Reading about this now in more detail. Going to research if their are more credible sources. But the Drug money to BTC pipeline makes a lot of sense. Instability via banana republics going down for our asset class is a major issue we don't really talk about.

This is a new strategy I've been running for some decent gains. Low stakes optionality just makes sense. Like yeh this might not happen but it isn't crazy if it does and you're gonna give me a 10x. Better odds than memecoins.

https://x.com/lowercaseboot/status/2008462357446463858?s=20

My thoughts on where we are in terms of narratives for 2026. IMO this is the year of biohacking. Stuff like peptides will be so on brand that they could have their own mini meta run.

https://x.com/lowercaseboot/status/2008632234732122379?s=20

The Iran stuff might play out sooner than we thought. Check Polymarket imo, easy markets on this one. https://x.com/lowercaseboot/status/2009458998756651154?s=20

Probably everyone has seen this by now but this actually might bring some stability back to the trenches.

My biggest issue of late has been "why hold" when it's a rotational game driven by dev fees. Mitigating that with a different structure allows traders to also win, which is pretty important in the scheme of this if you ask me. I was, pretty damn worried for the state of onchain for a while now. This helps with some of those concerns. Let's see what happens

https://x.com/lowercaseboot/status/2009837875781619985?s=20

building a product rn. If you want early access just shoot me a DM. I'll put you on the beta list.

https://x.com/lowercaseboot/status/2011567937510130093?s=20

honestly this is super bullish for $PUMP. Probably would have been wise to bid the lows last month. They've got unlimited money so I can't see them leaving crypto. https://x.com/lowercaseboot/status/2013485319450948025?s=20

Some thoughts on the future state of the industry. Also probably a thesis on AI agents being the natural evolution to what we use in this space. https://x.com/lowercaseboot/status/2018076352117932277?s=20

Hello.

I let this channel slide but am back. We shall prosper again in the big 26.

I might be retarded but I think $MENSA could be a gem.

The content on the timeline around this is next level, and it's so stupid as to be funny for that reason alone. Like it's a anthropomorphic table (not sure that combo of words exists).

I don't even own much of it but have been DCA a bit here and there just because it's the first meme in a long time that made me laugh.

Not seeing much else rn that has this sort of proper meme feel.

Caveat is that it's not endorsed by Ansem at all, maybe he even hates it. Who knows what happens here.

Also

$LFI is down bad recently (I bought the top) but I have also been adding here because I think these sorts of RWA plays make sense thematically for this szn of coins.

Like all the card based RWA stuff cooked so why not Property Liens or whatever complicated shit this is.

I also think they will move to RH or just do something cross chain here because I see them positioning their commentary as "anti base" rn which is interesting.

Like this thing was dead dead and then moved +70% when the team started semi fudding base. Maybe that's alpha or I am a bag holder.

Maybe I was on to something....