DegenSensei

Risk assets barely budging after war FUD is good news, so I don't see where the panic is coming from
Arguably, these are the bad news "we needed" to build more confidence about bullish positioning
Would gladly hear any counterarguments

What are the major non-consensual themes you have seen going into 2026?

On-chain market participants seem to be putting a lot of weight on the impending ERC-8004 launch
The candles reflect it but not the timeline

If Base continues in the same direction, their market position will be threatened when Robinhood launches their L2 later this year
They have already demonstrated better distribution and market understanding and will continue to eat "crypto native" teams lunch that aren't even crypto natives

Have a feeling and belief that this is going to be a very good year
Happy new year everyone

Lighter can coexist with Hyperliquid in the same way Morpho can coexist with Aave
Excessive tribalism makes you think otherwise, it's not complicated
You just don't put as high expectations on the price action in comparison to $HYPE

Going to sell my silver accessories so I can clout farm that I caught the silver rally

Putting up ai generated articles about how this industry is over forever on Christmas?
Have some shame. The sun will shine upon us again even if we are in winter now

Go through your bookmarks that you were never going to read before the end of the year

Value provided per account on the timeline is infinitely higher during these times
Been enjoying it lately

Underrated life hack is to have good friends in all facets of society instead of only focusing on the monetary aspect
I needed to get an MRI and having a good friend that is a radiologist expedited the whole process
1 doctor
1 lawyer
1 realtor
1 for physical labor, e.g. electrical, plumber etc
The key is that everyone provides value for each other but it makes life ten times easier

Polymarket and Kalshi continue to go meat for meat with the continuous raises and they don't think we are noticing

A bull market starting earlier than expected is likely also leading to a bear market starting AND ending earlier than expected
Something to contemplate for next year

Guy who advocates for privacy but shills Kalshi

I believe that the continuous encroachment of the European Union will lead to increased capital allocation to privacy
No, this is not a $ZEC bull post cause it's a privacy memecoin, but something to consider for the sector with a mid-term timeframe
Also, think it ends up being bullish DeFi apps with clear PMF since they are permissionless

Almost at the point where CT only consists of the same 25 usual suspects and their alt accounts

Actual vibe shift
Can you feel it?