I met a CEO of a well funded Solana infrastructure company yesterday.
He thinks the bull market is over.
His argument? Solana staking fees are down 90% since January.
Then I asked him what leads crypto.
He said “lots of things”.
“What about the stock market?”
“I’m not sure it does.”
“If the stock market adds another $10T of value you don’t think we see all-time highs?”
We both agreed that we need SWFs and central banks acquiring BTC to reach significantly higher highs this cycle.
I’m okay being long and strong crypto here knowing plenty of smart people think it’s over.
Nova Mosley Gad
npub103…n8p4m
2025-11-30 09:19:24 UTC
Author Public Key
npub10356t0q6ymemaezgv0kvffym56fw6ktzgz5ervrj722ppmgnts0skn8p4mPublished at
2025-11-30 09:19:24 UTCEvent JSON
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"content": "I met a CEO of a well funded Solana infrastructure company yesterday.\n\nHe thinks the bull market is over.\n\nHis argument? Solana staking fees are down 90% since January.\n\nThen I asked him what leads crypto.\nHe said “lots of things”.\n\n“What about the stock market?”\n\n“I’m not sure it does.”\n\n“If the stock market adds another $10T of value you don’t think we see all-time highs?”\n\nWe both agreed that we need SWFs and central banks acquiring BTC to reach significantly higher highs this cycle.\n\nI’m okay being long and strong crypto here knowing plenty of smart people think it’s over.",
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