Rozi

Crypto-Native Strategy, Storytelling & Community Building | CEO @WenGrowth

[Adi @Adi13]

WOW!

Intercepted 🙏🏼

[Rozi @AdamRozichner]

https://t.co/NKdcCj3TUV

[Rozi @AdamRozichner]

@PIsajeski yap. 'consumer protection' = just banks crying don't eat our lunch lol

[Rozi @AdamRozichner]

Coinbase withdraws support for the Senate CLARITY Act draft is the CT drama we didn’t know we needed

imo, the current state of the bill undermines several pillars of the crypto space. Let me explain:

- it prohibits passive interest/yield or holding payment stablecoins (which is in the banks’ favor if we’re being honest)

- gives the government unlimited wallet access. DeFi is supposed to be permissionless and decentralized. How is that possible if the government can access all your transaction records?

- regulate tokenized equities with traditional securities framework. Tokenized equities are not the same as traditional securities. And that's why it is true that they should be regulated; the current bill will limit tokenised equities/bonds, which favours banks in the long run.

For now, the Act is paused, and the Senate Banking subcommittee is willing to return to the table with the feedback.

Do you think @brian_armstrong's decision is the right move here?

[Rozi @AdamRozichner]

2025 proved crypto's hype cycle is dead; either adapt or go down with it!

We saw a shift in how institutions approach crypto: from cautious observation to active integration. While memecoins drove early-year growth with explosive but volatile gains, the narrative pivoted mid-year to stable, utility-focused plays.

- Institutions became the biggest driver of sustained growth, pouring $47.9B net inflows into ETPs in 2025 alone;

- stablecoins over a $307B market cap (up 50% YTD from $205B), and

- prediction markets pulling in $1B+ volumes for single events like elections (Polymarket/Kalshi ATHs).

Data backs this: RWAs/tokenization surged by 185.8% YTD, with average returns (CoinGecko's top narrative) bridging TradFi with on-chain assets to $17B+ TVL. In contrast, hype-driven sectors like DePIN and AI crashed by 50% to 77%.

All signs point to crypto maturing: better regs (e.g., SEC roundtables, GENIUS Act), institutional adoption, and user-facing apps over pure speculation.

Now that the bull run hype is down, here are the narratives I think will dominate 2026 and why they're worth monitoring:

→ RWAs/Tokenization: Big players like @BlackRock and @FranklinTempleton are doubling down on bringing TradFi on-chain (e.g., tokenized treasuries hitting $8B+ AUM). Why? Institutions see it as a $2-16T opportunity by 2030. Plus, we’re seeing DATs take up 100%+ of new BTC/ETH supply and unlocking yields without custody hassles.
Undervalued angle to explore: Tokenized commodities (gold/silver)

→ Privacy/ZK: If we’re shifting towards institutional adoption, privacy becomes an important infrastructure to build. Why? Regs demand selective disclosure (MiCA/FATF). Launches like Circle's USDCx on Aleo and Aztec's $61M Ethereum L2 already raise signal momentum. I see private stables and RWA becoming a thing.

→ Stablecoins/PayFi: Building safe, efficient payment rails is key now. Stablecoins already handle $1T+ in cross-border volumes YTD, with big players like @Stripe integrating and L1s optimizing for payments

→ Prediction Markets: Still the fastest path for crypto to go mainstream. Normies who've never touched crypto are now trading Epstein Files and Taylor Swift markets on @Kalshi and @polymarket.
With the recent TradFi expansions, we can see volumes could 10X. Why? They can now financialize everything (pre-IPO, events) with credible risk transfer.

→Perps/On-Chain Trading: DEX perps matched CEX volumes at $1T+ monthly, with platforms like @Hyperliquid building core infra for regs institutional entry. So, Perps remain the high-signal tool for hedging narratives like RWAs in 2026.

One thing is sure: we’re slowly moving from the four-cycle hype into sustainable growth powered by RL adoption. Which of these narratives are you most bullish on?

[Rozi @AdamRozichner]

“AI is steel for organizations.”
Love how Ivan frames agents as infinite minds that never sleep, and humans as managers of those minds.
If you’re planing on building anything in 2025 and still thinking “copilot”, read this.

[Ivan Zhao @ivanhzhao]

https://t.co/fxHYR6S29D

[Rozi @AdamRozichner]

Gold & Silver smashed ATHs this week: gold ~$4,477 (up 68% YTD), silver ~$70 (up 139% YTD). Metals are having their best run since 1979, driven by:

- Central banks stacking reserves (global holdings hit 40,000+ tonnes)
- Geopolitical tensions (U.S.-Venezuela, Ukraine-Russia conflicts)
- Fed rate-cut bets & fiat debasement fears
- Silver's industrial demand boom

Meanwhile, BTC sits at ~$87.5K, down ~28% from its Oct ATH (one of the worst Q4s in years). Market's in extreme fear which I believe is just temp sentiment.

Gold ATHs usually signals debasement fears which usually turns out bullish for scarcity plays like BTC.

Will we finally see BTC catch up in 2026? Or Gold stays king?

[Rozi @AdamRozichner]

I was at Abu Dhabi this month for Bitcoin MENA and one theme kept coming up in conversations: Privacy.

Turns out, it is the underrated narrative of this year with the recent moves. As of this month, privacy tokens are at a Mcap of $17.1B and outperformed other sectors in Q4.

Plus, this month we’ve seen super bullish triggers like:
- SEC roundtable on financial privacy
- @circle launching private USDCx on Aleo
- Institutional interest in compliant-yet-private tools

As we round up the year, here is a quick recap of top performer in Privacy I’ll be watching in 2026:

→ @monero (XMR): $8B mcap | OG privacy tech, still the go-to for untraceable txs despite delistings.

→ @Zcash (ZEC): $6.5B mcap | Biggest Q4 winner with massive run (outperformed BTC); shielded adoption at all-time highs.

→ @Dashpay (DASH): $475M mcap | OG reviving with merchant focus and PrivateSend; strong institutional inflows YTD.

→ @AleoHQ (ALEO): $85M mcap | Small but rising; Circle's USDCx launch + Paxos USAD partnership positions it for private stablecoins.

→ @aztecnetwork (AZTEC): $350M fdv | Ethereum-focused privacy L2; just wrapped up major token launch (raised ~$61M ETH via community auction).

Are you bullish on privacy in 2026? Team Monero or L2s like Aztec/Aleo?

[Rozi @AdamRozichner]

פוסט מעולה! יש 2 נושאים חשובים שביטקוין עדיין לא הצליח להתגבר עליהם:
1. פרטיות - כיוון שהיומן הוא ציבורי, כל אחד יכול לראות כמה כסף מוחזק בכל ארנק. בעידן של איסוף מידע, לא קשה כל כך לחבר בין כתובות של ארנקים לאנשים שמחזיקים את המפתח אליהם. כלומר הרשת אינה מייצרת פרטיות פיננסית בצורה טובה, שזה אחד הערכים הראשיים של תנועת הסייפרפאנק שממנה סאטושי הגיע.

2. חסינות קוואנטום - כמות לא מבוטלת של ארנקים, בעיקר כאלו שנפתחו בשנים הראשונות מבוססים על טכנולוגיה אינה חסינת קוואנטום ולכן בסיכון לטווח ארוך שיום אחד יפרצו את הארנקים של סאטושי וימכרו (או ארנקים גדולים אחרים).

מציע להסתכל על zcash, פורק של ביטקוין עם טוקונומיקס דומה ופותר יותר טוב את שני הבעיות למעלה.

ביטקוין זה גידור לפיאט, זיקאש זה גידור לביטקוין

[Rozi @AdamRozichner]

Tokenized assets are having their best year; at $35B, the Mcap is up over 200% since January.

Up over 23% this month, Tokenized commodities are the most impressive rn, esp tokenized Gold. PAXG and XAUT alone are almost at $3B, almost 3x from January’s $1B.

The U.S Treasuries market is just behind with a market cap that has doubled to over $8B this year.

See the pattern? More people are switching over to less-volatile assets that are tied to real-world assets.

Are you buying the dip or switching to tokenized commodities?

[Rozi @AdamRozichner]

Is Bitcoin going to flip Gold?

@CZ_Binance def. think so, and he is ready to debate @PeterSchiff on that.

For context:

Right now, gold sits near $30T and Bitcoin around $2.2T. Gold is having its best year since 1979 and has outperformed Bitcoin for a couple of weeks in the last few months.

The math says BTC needs to hit ~**$1.4M** to make that true.

That may sound insane, but if you look at the market setup for Bitcoin, it is not impossible.

Consider:

- Bitcoin adoption is growing faster; institutional adoption,
- Clear regulation across several countries
- Liquidity to the Bitcoin market as we see the global monetary tightening slows (same setup for the 2020/2021 breakout)
- Bitcoin supply will only ever be 21 million (so demand

On the other hand, Gold maxis like Schiff argue that tokenized Gold will fix the liquidity problem, in their opinion:

Physical backing of Gold + blockchain liquidity from tokenized Gold > what Bitcoin has to offer

Ofc, we’re getting a CZ vs. Schiff debate in December at the Binance Blockchain Week in Dubai.
Are you Team Bitcoin or Gold?

[Rozi @AdamRozichner]

Textbook CT marketing: stir the pot, get eyeballs, sell into the attention.

CJ is running a masterclass in rage-bait marketing

[CJ (晨杰) @cjhtech]

this motherfucker is so sad that someone finally make a token launch a success without him dumping $50M on retail's face through the back door on CEXs

cry me a river

never heard of concentrated liquidity dumbass?

[Rozi @AdamRozichner]

@Cryptopathic @kirbyongeo @cobie and he looks like kurt cobain

[Rozi @AdamRozichner]

Coinbase acquired @echodotxyz for $375M, @Cobie just did what every degen dreams of:

Build something for fun and then sell it for $375 million!

That is the aside point, are we all thinking what I’m thinking? Is Coinbase making the play to become the full crypto stack ecosystem? A quick rundown of Coinbase's current stack:

- @Deribit (derivatives)
- @Liquifi (asset mgmt)
- @Base (L2 infrastructure)
- @Echo (on-chain fundraising + token launches)

Sonar (Echo’s public sale product) will soon plug into Coinbase, letting founders raise, list, *and* trade, all in one ecosystem. Basically: the first compliant ICO 2.0 pipeline.

Looks like Coinbase is building crypto’s Apple moment, vertical integration from:

“idea → raise → liquidity → custody.”

It is all very exciting; what will Coinbase acquire next?

And yeah, Cobie’s “Up Only” NFT being part of the deal for $25M?
Peak CT energy.

[DEGEN NEWS @DegenerateNews]

NEW: OPENAI INTRODUCES NEW BROWSER - CHATGPT ATLAS

[Rozi @AdamRozichner]

@0xgunboats @echodotxyz @AerodromeFi @base leaderboard on @KaitoAI and you've got yourself a crypto founders playbook

[Rozi @AdamRozichner]

gg @cobie well played

[Coinbase 🛡️ @coinbase]

Bringing back Up Only was just the warm up.

We’ve acquired @echodotxyz, the leading onchain capital raising platform.

→ Joining builders with community capital
→ Giving investors access to new opportunities
→ Growing economic freedom worldwide

[Rozi @AdamRozichner]

@brian_armstrong @echodotxyz ser are you trying to make @cobie a billionaire?

[Rozi @AdamRozichner]

@udiWertheimer Would put a higher chance on runes making a comeback than bibi stepping down

[Rozi @AdamRozichner]

@Tata_1900 Price looks clean. You buying?

[Rozi @AdamRozichner]

Uptober is starting to look like Octover…
Yesterday, we saw the biggest liquidation in crypto history.

Over $19B wiped out in hours! That is 17x bigger than the COVID crash and 13x bigger than FTX.

What happened?

It all started with reports that China was weaponizing access to rare earth metals.

Then, around 2 p.m., President Trump announced a 100% tariff on Chinese goods.

That single announcement opened the floodgates:

- BTC dropped to $102K, wiping out over $5.3B
- ETH fell 18%, losing $4.4B
- SOL crashed 20%+
- ATOM nearly hit zero

Even “safe” assets weren’t spared:

- USDe depegged, falling to $0.65 against USDT on Binance before recovering
- @Aave saw $180M in liquidations (a new record)
- USDT spiked to $1.006 as @Tether minted $1B new supply

Traditional markets joined the bloodbath:

S&P 500 −2.71% | Nasdaq −3.56% | Dow −1.90%

Another reminder of how one macro move can shake the entire money market.

Is the altszn over, or are we gearing up for a massive bull run? remember that the last bull run came just after COVID crash.