I still remember buying Bitcoin on Coinbase when it was between $200 and $400. At the same time, I bought Ethereum around $10 and remember thinking, “Wow… this is really interesting.”
Then I sold eight Bitcoin to take a vacation to California.
At the time, it felt exciting and harmless. Looking back now, that may have been one of the most expensive vacations imaginable.
Over the years, I bought more Bitcoin and other cryptocurrencies, sold them, rotated positions, and eventually exited completely. But the experience taught me something incredibly valuable: it taught me to trust my ability to recognize transformative technology early.
Most people only believe in something after the world validates it. But when you were there early enough to see Bitcoin before institutions, before ETFs, before Wall Street, it changes the way you look at technology forever.
That’s why I pay attention when I feel that same spark again.
I love cryptology. I love economics. I love true innovation and systems thinking. And when I look at DFINITY and Internet Computer, I see something fundamentally different from the rest of the crypto market.
Not hype. Not memes. Not just another token.
I see infrastructure.
I see a vision of decentralized compute, AI agents, sovereign cloud systems, autonomous software, and a completely new architecture for the internet itself.
People can disagree with me, and that’s okay. But conviction is built through experience. I’ve already lived through one technological revolution early enough to understand what it feels like before the rest of the world catches on.
I’ve gone through the highs and lows with ICP. I’ve watched the volatility, the skepticism, the narratives, the market cycles — and my conviction only grew stronger.
Michael Saylor once said:
> “You buy the winning network and you hold on for dear life.”
That resonates deeply with me.
I’m not here because I think this is easy. I’m here because I genuinely believe we are watching the emergence of a new technological era in real time. And for me, being part of that journey is exciting beyond words.
Maybe the world sees it later. Maybe it takes years. Great technologies often do.
But I know what I see.
$SOL is done.
In January of 2025, SOL did generate $126M in Revenue. Now, it is generating under $2M a month, which is extremely low given the FDV of $45.8B.
SOL recorded $994.7M in losses this year.
Since Genesis, SOL has amassed $13.6B in losses.
When marginal Bitcoin holders sell to chase AI he sells his BTC. This sell off has nothing to do with fundamentals of those of us who have a business built around BTC.
That's the billion-dollar question.
If internet computer protocol $ICP is doing more than 2x the transactions of Solana over the last 30 days, yet still trades at a fraction of the attention and valuation many chains receive, the market may be missing what's actually happening under the hood. The real story isn't just transaction count, it's that Internet Computer runs applications, services, AI, storage, and smart contracts fully on-chain. Activity isn't being inflated by endless token transfers; it's coming from users interacting with real applications, 7.23M transactions vs. 2.97M on Solana should have everyone asking the same question, What happens when the market realizes ICP is already operating at scale while most are still debating the technology?
Follow the usage. Follow the adoption. The price usually follows later.
🔴 NEAR | THE FINAL RECKONING
THE NEAR BLOCKCHAIN CAN NOT STORE A PHOTO ONCHAIN AFFORDABLY (this ends the conversation)
THEY PRODUCED EXACTLY ZERO WORKING APPLICATIONS RUNNING FULLY ONCHAIN WITHOUT DEPENDENCIES
(Addressing the fake debunk cope)
$ICP $CLOUD $NEAR ☁️♾
$ICP did generate 88% more Revenue than $SUI in May.
Meanwhile, SUI had almost twice as much Expenses ($5.2M VS $9.9M)
ICP has a 5.4X lower Market Cap.
Make it make sense.
The funny thing about ICP is that the bull case isn't really about crypto.
It's about what happens if the internet itself starts moving on-chain.
Most people are still comparing $ICP to other blockchains.
I think that's the wrong comparison.
The real competition is cloud infrastructure.
And that's a much bigger prize. ♾️
Tired of paying $30 gas fees on Ethereum?
There's a blockchain where users pay absolutely ZERO fees.
It's faster than Ethereum by 1000x.
And it can host entire websites fully on-chain.
It's called $ICP Internet Computer Protocol 🌐
Here's everything you need to know 🧵👇
#ICP #InternetComputer #Crypto #Web3
To be clear, the AI understands the realtime contents of persistent memory, which contains data held in arbitrary program abstractions per original persistence
Not a single day without records
@dfinity just crossed 288 BILLION non-query transactions
Always-on infrastructure keeps attracting activity
📊 https://t.co/o3dna3zM9U