10.10. Token wrapped. Time to touch some grass

Asked for something insane… SG people are too talented. Blocksource team is at Token this week. If anyone wants to sync IRL, hit me up

EthCC 2026: Cannes recap Great to be back on the Riviera. The proximity to DAS in NYC clearly split attendance, a lot of US folks opted for one over the other, and in a few cases, DAS won. What I'm seeing: Companies changing: M&A in staking/restaking is accelerating. Protocols are consolidating or shrinking. Foundations and infrastructure-only plays are struggling. The data backs this: crypto M&A hit 267 deals worth $8.6B in 2025, and consolidation is expected to intensify in 2026. The restaking narrative peaked but sustainable revenue models didn't follow. What's working: Payments, stablecoin infrastructure, and consumer products that generate revenue and scale. @raincards raised $250M Series C at $1.95B valuation. @KASTxyz raised $80M Series A at $600M. Real businesses with real cash flows. The VC thesis: Bigger cheques into revenue-generating products. Less appetite for seed rounds into copycat B2B plays. Higher focus on new niches and genuine consumer capture. The bar for Series A has moved, ARR expectations set, clear traction, institutional readiness. The narrative shift: Away from "amazing tech" and toward "how does this protocol produce revenue and scale as a business?" Bottom line: The filter is on. If you're building with real unit economics and a path to revenue, capital is there. If you're still leading with technology and tokenomics, it's going to be a long year. S/o Good Mate for best caps ☕

Hiring meta for 2026. Find this guy:

Another one to add to the list, loom....

Bro’s thanos of CT hires

Touching grass

A strong few days in Cannes. Plenty of overdue conversations, fresh perspective, and a clearer sense of where things are heading.

Feel your pain ser

@0xMatt1 walking into the Omni office today