🔮 This cycle's biggest theme(s)

GM everyone. This is 2036. We scroll for gems all day so you don’t have to.

Today is Favorite Friday, where we serve up the resources we most enjoyed this week 🍲.

So if you're looking for content to dig into this weekend, this is your list...

1/ Is This Cycle A Supercycle? - Su Zhu on Steady Lads

Su Zhu is infamous in crypto.

In 2022, his crypto hedge fund with $10 billion in assets blew up, bringing part of the market down with it.

He served time in prison for it.

But Su is a clever cookie - and knows a lot about crypto.

In this interview, he talks about:

• his biggest lessons learned in crypto

• his favorite NFT collections today (ETH is too expensive for retail investors but is great for high-value NFTs)

• the biggest narrative of this cycle (AI)

• the best memecoins to own

… and a lot more.

Love him or hate him, Su’s brilliant.

2/ What To Pay Attention To in 2024 

I secretly love going to crypto conferences. But I didn’t make it to NFT Paris this time because I wanted to spend more time with my 3-month-old.

Luckily for us, someone summarized the main narratives fund managers are chasing based on private conversations.

It’s super short but packed with good alpha. Read it here.

You’ll recognize some of the themes I talk about a lot:

• Pudgy Penguins NFTs

• Crypto gaming

• Memecoins

… and if I were to add two, it’d be Solana and AI.

The market showed its hands in 2023. SOL completely blew everything out of the water.

It’s also the only major coin up in the last 24 hours.

It’s up +31% in a week.

$WIF - Solana’s strongest memecoin - just hit $1, ∼3X higher than when I wrote about it on Monday.

Ethereum is a decentralized, secure chain for high-value transactions.

Solana is a chain for cheap, instantaneous transactions.

When retail investors realize they have to pay $35 to buy and sell their coins on Ethereum, they’ll move to Solana.

So, I expect SOL to shine this year.

AI is still early, and some contenders have emerged, like $TAO and $RNDR (which I wrote about here).

But I expect AI on Solana to get much bigger than most of us imagine today.

I’ll dive more into that next week.

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