💰 Private Investor Update (February)

GM everyone.

We aren’t back to the regularly scheduled programming yet, but I thought I’d share the latest update for private investors going out today with all of you.

— THIS IS A CONFIDENTIAL PRIVATE INVESTOR UPDATE —

First, a quick note on market conditions.

In my last newsletter, I told you that deteriorating market conditions could delay our token launches even further.

And deteriorate they did.

In all my years in crypto, I’ve never seen investor sentiment this bad during a bull market.

Bitcoin is holding up, but Trump tariffs, a hawkish Fed, and an overall lack of good news have dragged down almost every altcoin under the sky.

As you might expect— this is where it pays to zoom out.

This is the first time in crypto’s history that we have a politically supportive regime in the US—Elon and Trump, an incoming strategic bitcoin reserve, a newly created Crypto Czar position, etc.

So, although the short term can look gloomy, I do not believe the cycle top is in.

Instead, I think we’re in a situation similar to Q2 2021 (another late-stage cycle year) when crypto tanked nearly -50% before ripping higher a few months later.

This means better times should come this year (being mindful of US tax season), and I still believe 2025 will be a (very) good year for crypto overall.

In the meantime, all the private investments that haven’t launched their tokens yet have delayed their launches until better market conditions are available.

As I explained in my last update:

• “The market is flooded with almost infinite new memecoins with a shelf life of less than 24 hours. As long as new speculative capital doesn’t enter the space, there isn’t enough fresh capital to make these launches successful.

• Like a rising tide that lifts all boats, I expect our investments to perform better due to better general market conditions. I know it’s difficult to wait and check prices daily for a year only to see them flat or down, but I believe our patience will eventually be rewarded.”

For now, all we can do is take a break, wait, and, as we say in crypto— touch grass.

That’s what I’ve been doing, and when the market looks as ugly as it does right now, I cannot recommend it enough.

Investing— which requires holding through difficult weeks and months— is how you make money. Trading is how you lose it.

Sometimes, the best move is to step back from it all and let time do its magic.

The market will eventually come around. Until then, we have to be patient.

Wishing you all a great week.

Alex.