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I am so, so excited for this next year and next five to ten in crypto. I think it's the best time to be building or even investing in crypto. And, yeah, I I just I could not be more excited. And I genuinely mean that from the bottom of my heart. Quick shout out to today's sponsor, Katana. We'll hear more about Katana's 1,000,000,000 cat campaign later today. But for now, let's get into the episode. Hey, everyone. Quick disclaimer before we get into today's episode. Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes onl
Doing great. Happy New Year to you too.
Happy New Year, everyone.
Alright. Well rested, ready to go.
Yep. By that, you mean hungover.
Thank you,
hungover. Hope everyone had a good end to 2025. It was a really interesting year, and we're gonna use this episode as a predictions episode for 2026. And maybe just for folks who missed, part one of this, this is kind of a two parter. So we did a recap of 2025. We had some just an overall, you know, kind of explanation for the sentiment of last year. We had some categories, biggest winners, losers, you know, biggest comeback story, that type of thing. So if you haven't listened to that, I would definitely recommend folks go back and and listen to that episode. We're gonna be talking all about
Yeah. I mean, I I couldn't agree more in terms of, like, I guess, how the market is going to value these projects. It's a much higher bar these days of proving out, you know, that you're actually addressing something with demand. Right? And we've seen too many times in the past of, like, especially on the infra side where, yeah, there was, you know, I guess, valuation was centered around what this, like, could enable or design spaces that don't exist yet, but could in the future. And now to go to market, like, you need to come to market with proven out demand. Right? And for l ones, that means
Yeah. I think, in general, I agree with the framing, Mike. 2025, I think what people were expecting it to be a sort of bullish year, especially with Trump in, and I think it didn't necessarily meet everyone's expectations. I do think, you know, funnily enough, I've been thinking a bit about this prediction market or prediction episode and, you know, where it's going in 2026. And if I rewind to where I was twelve months ago, I noticed in 2024, like, I was feeling a bit more bearish, I think, than the rest of the sort of crypto ecosystem because I could feel the sort of, like, private market cap
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