I was sidelined during the early 2017 run. I watched the 2021 cycle unfold in real time. I didn’t have capital then. I didn’t have experience. I was young, broke, and mostly learning by watching narratives form and dissolve.

I caught things early without realizing what that meant at the time.
I remember calling Solana around eight dollars in a group chat — it got screenshotted. None of us acted. It later ran past two hundred. I remember being at a gas station with my best friend when a guy in a Lamborghini told us to buy Bitcoin around the thirteen to sixteen thousand range. We laughed it off.

Missed opportunities and I go way back.

In 2024, I stepped away from crypto entirely and focused on e-commerce. I failed. Then I broke through — thirty thousand in revenue in three weeks — and promptly got banned on Meta. That momentum disappeared overnight, and I never quite found my footing again.

But even then, crypto never fully left my radar.

That same year, I witnessed the meme coin cycle before most people understood it. I saw the Slerf malfunction happen live. I watched it run anyway. I saw Popcat before it became obvious. I saw the Trump meme token emerge at a ten million market cap.

Again, I didn’t act — I was consumed by another grind.

What that taught me is something important:
I’m not bad at spotting things early. I was bad at having chips when it mattered.

This year marks a personal shift for me.

Not because I suddenly “believe harder,” but because I finally understand the game I’m playing.

I’ve watched multiple cycles play out. I’ve seen narratives form, peak, decay, and repeat. I’ve watched how people behave when prices go up and how irrational they become when prices go sideways or down.

At some point, something changed in me. I stopped looking at charts obsessively and started looking at people.

I began studying founders, CEOs, angel investors, and early contributors. I looked at their past projects — the wins, the failures, the patterns. I paid attention to who kept building during quiet periods and who only showed up when attention returned.

That’s where my conviction comes from.

My investment strategy isn’t about catching tops or bottoms. It’s about positioning early in emerging narratives with small to mid-sized capital — more like a micro angel investor than a trader.

I don’t want to chase what already worked. I want to identify what hasn’t fully revealed itself yet.

I think a lot of people have lost their edge in this market.

They’re glued to old narratives. They’re obsessed with price. They scroll endlessly waiting for confirmation that something is “safe” — and by the time it is, the asymmetry is gone.

New data passes them by. New teams build quietly. New tech emerges while everyone is arguing about yesterday’s winners.

This year, I’m not focused on the price of Bitcoin, Ethereum, or Solana on any given day. I’m focused on being early — and being early with capital this time.

Not chasing memes.
Not reacting to hype.
But positioning around technology, teams, and narratives before they’re obvious.

I’m not making bold predictions about where prices will go. The world is too complex for that.

What I am doing is paying attention to where real work is happening while speculation dominates the conversation.

This year, my focus is on a few core areas:

• Prediction markets, where I currently hold a meaningful early position

• Privacy infrastructure, particularly around ZK and confidential computation

• New execution-focused Layer 1s, where teams have real institutional experience and clear technical vision

These are not trades to me. They are early positions in systems that are still forming.

Whether prices go up or down in the short term matters less to me than whether these narratives mature into something durable.

I’ve missed life-changing opportunities before. That’s shaped how I think about this space.

What I’ve learned is that opportunities don’t disappear — but they do get harder to access over time. Just like Bitcoin has a finite supply, early asymmetric opportunities become rarer as systems mature.

With AI accelerating development and new infrastructure being built at unprecedented speed, this window won’t stay open forever.

I don’t know exactly how this year plays out for crypto.
I do know that I’m finally positioned the way I should have been before.

Focused. Early. And paying attention to what matters.

That’s what CSN will be about this year.

I was sidelined during the early 2017 run. I watched the 2021 cycle unfold in real time. I didn’t have capital then. I didn’t have experience. I was young, broke, and mostly learning by watching narratives form and dissolve.

I caught things early without realizing what that meant at the time.
I remember calling Solana around eight dollars in a group chat — it got screenshotted. None of us acted. It later ran past two hundred. I remember being at a gas station with my best friend when a guy in a Lamborghini told us to buy Bitcoin around the thirteen to sixteen thousand range. We laughed it off.

Missed opportunities and I go way back.

In 2024, I stepped away from crypto entirely and focused on e-commerce. I failed. Then I broke through — thirty thousand in revenue in three weeks — and promptly got banned on Meta. That momentum disappeared overnight, and I never quite found my footing again.

But even then, crypto never fully left my radar.

That same year, I witnessed the meme coin cycle before most people understood it. I saw the Slerf malfunction happen live. I watched it run anyway. I saw Popcat before it became obvious. I saw the Trump meme token emerge at a ten million market cap.

Again, I didn’t act — I was consumed by another grind.

What that taught me is something important:
I’m not bad at spotting things early. I was bad at having chips when it mattered.

This year marks a personal shift for me.

Not because I suddenly “believe harder,” but because I finally understand the game I’m playing.

I’ve watched multiple cycles play out. I’ve seen narratives form, peak, decay, and repeat. I’ve watched how people behave when prices go up and how irrational they become when prices go sideways or down.

At some point, something changed in me. I stopped looking at charts obsessively and started looking at people.

I began studying founders, CEOs, angel investors, and early contributors. I looked at their past projects — the wins, the failures, the patterns. I paid attention to who kept building during quiet periods and who only showed up when attention returned.

That’s where my conviction comes from.

My investment strategy isn’t about catching tops or bottoms. It’s about positioning early in emerging narratives with small to mid-sized capital — more like a micro angel investor than a trader.

I don’t want to chase what already worked. I want to identify what hasn’t fully revealed itself yet.

I think a lot of people have lost their edge in this market.

They’re glued to old narratives. They’re obsessed with price. They scroll endlessly waiting for confirmation that something is “safe” — and by the time it is, the asymmetry is gone.

New data passes them by. New teams build quietly. New tech emerges while everyone is arguing about yesterday’s winners.

This year, I’m not focused on the price of Bitcoin, Ethereum, or Solana on any given day. I’m focused on being early — and being early with capital this time.

Not chasing memes.
Not reacting to hype.
But positioning around technology, teams, and narratives before they’re obvious.

I’m not making bold predictions about where prices will go. The world is too complex for that.

What I am doing is paying attention to where real work is happening while speculation dominates the conversation.

This year, my focus is on a few core areas:

• Prediction markets, where I currently hold a meaningful early position

• Privacy infrastructure, particularly around ZK and confidential computation

• New execution-focused Layer 1s, where teams have real institutional experience and clear technical vision

These are not trades to me. They are early positions in systems that are still forming.

Whether prices go up or down in the short term matters less to me than whether these narratives mature into something durable.

I’ve missed life-changing opportunities before. That’s shaped how I think about this space.

What I’ve learned is that opportunities don’t disappear — but they do get harder to access over time. Just like Bitcoin has a finite supply, early asymmetric opportunities become rarer as systems mature.

With AI accelerating development and new infrastructure being built at unprecedented speed, this window won’t stay open forever.

I don’t know exactly how this year plays out for crypto.
I do know that I’m finally positioned the way I should have been before.

Focused. Early. And paying attention to what matters.

That’s what CSN will be about this year.