I didn’t enter crypto as a trader.
I came here as a builder.

My background is simple: I started as a software developer, then jumped into the startup world in 2008. I’ve built products that worked, products that failed, and products that refused to die until I killed them myself. Today, I’m building mini-apps and utilities on blockchain.

So when I look at the crypto market today, I don’t see “cycles.”
I see infrastructure, distribution, product opportunity, and a lot of noise that distracts people from actually building useful things.

2025 has been messy.
Memecoins drained liquidity. Airdrops turned into exit liquidity events. Many altcoins won’t recover — and honestly, shouldn’t.

But through all the chaos, something important happened:
builders kept building.

Hyperliquid, MetaDAO, Pendle, Pump.fun, Fomo, and others showed that real, revenue-generating products can exist in this space — products with users, cash flow, and actual utility. The market needed this reset. It filtered out a lot of nonsense.

And now, stepping into 2026, I think the direction is clear:

Crypto needs adoption, not hype.
It needs products, not Ponzis.
It needs revenue, not sentiment.

Stablecoins matured rapidly in 2025. Regulations came in, TradFi stepped in, and real-world adoption accelerated. And honestly, it makes sense:

Stablecoins quietly solve real problems. That’s why they grew by $100B net inflow even in a brutal market.

For builders (like me), stablecoins are more than a payment layer — they’re becoming:

• the cash rails of the internet
• the default unit of account for Web3 apps
• the base monetization layer for any on-chain product

Whether it’s micro-fees from mini-apps, or automated payouts — stablecoins will play a central role.

This part of crypto is not hype.
It’s infrastructure.
And infrastructure grows during bear markets.

I’m not a trader, but as builder:

PerpDEX exploded in 2025:

Why?
Simple:

How do I see this as a builder?

PerpDEX is no longer “DeFi.”
It’s a consumer product competing directly with CEX.
And it’s winning because:

open systems iterate faster than closed systems.

This is a big signal for founders:
crypto users reward utility + revenue + actual value accrual, not vibes.

Protocols like Hyperliquid proved it with buybacks and strong token economics.

As someone who shipped consumer products for years, i’m sure:

Mobile always wins.

And now, crypto is finally catching up.

Apps like Fomo proved this clearly — millions in daily volume with a simple UX.

This is why I’m personally building mini blockchain apps. Not big “protocols.” Not financial experiments. Just small, fast, mobile-friendly utilities that solve real problems.

Mobile is where Web3 feels natural.
It’s where the next 100M users will come from.

I’ve built products for long enough to understand one truth:

Revenue is the strongest signal in any market.

Crypto is no exception.

Most tokens still generate little to zero real income, and users are no longer willing to hold bags without value accrual. Good. That’s how markets mature.

2025 showed a shift:

As a builder, this is the part I care about most.

Web3 doesn’t need more speculation.
It needs businesses.

2026 will reward:

This is exactly the direction I’m going with my own on-chain projects.

For me, 2026 is not about trading strategies.
It’s not about chasing the next 100x narrative.

It’s about:

I’m a programmer at heart.
A solo founder by choice.
And all I want is to build things people actually use.

Crypto isn’t dead.
It’s evolving — finally — in the right direction.

And builders will be the ones who benefit the most.

2026 will be a good year for creators, not speculators.

Disclaimer:
Nothing here is financial advice. I’m writing this on a random evening, thinking about the products I want to build, and observing the market from the perspective of someone who ships, not someone who trades.