Seth Davis

[Seth Davis @Seththadev]

The thing where everyone in the crypto and web 3 industry got wrong with me is every single one of you thought y’all were smarter than yall are. I haven’t seen somebody yet in this space I once sat back and said yeah this guy knows how money works.

How did I predict all this would happen to the industry? Because I knew none of you NONE of you knew anything about business, money or how to actually build anything.

I did what nobody here could do.

My growth is organic, I have people waiting to get into my ecosystem. Why because we have soooooo many people sign up at once and people enrolling everyday I cant get to everyone.

Now when it comes to working with ANYBODY the decision is mine now. I’ve become bigger than All of the gate keepers, now I am a gate keeper.

When it comes to working with anybody.

I have investors with FOMO while everyone is in panic mode.

I am the one without a crypto/blockchain audience but my audience is interested is using blockchain and intrested in my crypto and I don’t have to bribe anybody.

I actually have the biggest audience now. Y’all looking at my x follower I bet I am the only one with engagement outside this app engagement that is real and I bet I will onboard more people than anything that will come from this industry that isn’t made by the government.

:Investors
:Users
:User backlog getting more users than we can bring in. Extremely high demand.
:fomo
:bulletproof company
:built something revolutionary

Now when it comes to working with anybody I don’t need you, you need me.

@Sagaxyz__

The problem with all of you y’all thought I was just a game developer. 🤦🏽‍♂️

[Seth Davis @Seththadev]

THE ARK - Coach Chris https://t.co/SiczUEdmRl

[Seth Davis @Seththadev]

THE ARK - Chris Clark https://t.co/qWWHBloUp3

[Seth Davis @Seththadev]

Live with Restream, February 07 https://t.co/mo6U8ccN6O

[Seth Davis @Seththadev]

Live with Restream, February 07 https://t.co/0KgeS0ruTi

[Seth Davis @Seththadev]

THE ARK — Worldwide Launch Broadcast https://t.co/7k9rw4aacP

[Seth Davis @Seththadev]

@TheCatalystOG What’s you guys plan for all this crash stuff that is going on? What y’all doing now?

[Seth Davis @Seththadev]

I been telling everyone

[Coop 💿 @Cooopahtroopa]

I'm noticing more people step back from crypto than ever

I thought 2021 was a small glimpse of what would happen on a wider scale in 2025 but after so many experiments its become clear that crypto in its current form is not suited for mainstream adoption yet

[Sinjin David Jung @SinjinMAYG]

https://t.co/PiJ1MnhHxg

[Jacob King @JacobKinge]

Bitcoin is still stagnating, trading in the same range it was two years ago.

Meanwhile, silver has skyrocketed 120–160%, gold has gone up 95%, tech stocks are up 80–100%, and AI stocks surged over 80–300%.

Maxis always claimed Bitcoin would surpass everything else in times of crisis, but during exactly that, it flatlined and outperformed no one.

The illusion surrounding this worthless coin is slowly breaking. It’s only a matter of time before the crowd that FOMO’d in under those delusions wakes up to reality and dumps.

[Seth Davis @Seththadev]

This is the greatest advice these crypto clowns can give lmao

[Jack @Jackkk]

Threadguy explains how BAGS is the perfect example of chewing glass before success in Crypto

“If there’s one thing I’ve learned from 5 years in Crypto it's that if you just hang around for long enough you will stumble upon your bag”

"If you can just exist amongst a lot of money, euphoria and the things that happen in this space, if you can just exist and survive for long enough, if you can just be a cockroach trying shit. You’re kinda just guaranteed to hit the big one eventually. I kind of think that’s what’s happened to Finn BAGS”

[Seth Davis @Seththadev]

@SinjinMAYG I am going to support your game and we are opening a publishing house so I’ll let you know when we ready

[Seth Davis @Seththadev]

That’s good I am telling you dude get out of the space it’s a waste you will fail here. My studio start back up the 19th I own an ecosystem. I am a modern mini black rock. 😅😅😅😅😅 I am trying to take over the world. lol 😆 I am still in gaming but I am on the road to being a multi billionaire. I am telling you, the crypto industry will hear about us very soon lol

[Seth Davis @Seththadev]

@SinjinMAYG Lmao 🤣 that really made me laugh. 😅😅😅😅😅😅 Well, one day I’ll like to show you who and what everyone bet against you will be pissed like “wait a minute we went against this guy.” I promise if you seen what I done you would understand why I was so arrogant to everyone. 😅

[Seth Davis @Seththadev]

@_Shamgar_ The ones that do not give up are the winners I don’t know if you seen where I started lol it shows what happens when you keep going.

[Seth Davis @Seththadev]

@_Shamgar_ Yup equipment review, fight reviews and Stuff I was thinking 🤔 like I have all these games when am I going to play them? I said to myself I’ll play when I build my audience where people will watch me no matter what.

[Seth Davis @Seththadev]

I am just saying what if it’s something out there that is causing a storm that hasn’t hit the crypto community. That has done everything that this industry was supposed to do and gaining an audience of everyday people, also is not marketing to the crypto crowd. It will soon spread here and everyone would have realize the one they thought was the enemy they should have made Allie’s with. It’s nothing about being a savior or nothing it’s the fact of people should have gotten out of their emotions and listened because what everyone is finally waking up to is already built and gaining traction we will be everywhere soon. It’s no speculation on that either.

[Luc @investingluc]

Younger brother came into town for the holidays, we were talking about crypto yesterday.

Trying to figure out why it's been so weak, even with strong equity markets. He threw me a curveball.

"Crypto isn't that cool anymore."

Blew my mind. The kid is 22.

"Prediction markets are better, and stocks too because they don't get rugged 24/7".

I looked much deeper last night...and what I'm observing under the surface is not technical or fundamental.

It's cultural. A social shift. Attention has relocated.

Starts on youtube. Views are down across anything related to crypto.

A crypto youtuber with 139K subscribers said that his viewership had dropped more in the last 2 weeks than anything he's seen in 5 years.

Second point. Attention is shifting from the top. The biggest crypto influencers are publicly "losing interest" in crypto, and switching to stocks (sources attached).

Third point. Crypto has long been a free-spirited, lawless, young man's game.

But with legacy brokerages like Schwab/JPMorgan getting involved + gov't interest, is crypto losing the demographic that made it popular in the first place?

Potentially...as the perception's changed.

Fourth point. Optionality. Every vehicle is becoming more accessible. From $COIN adding stock trading, to $HOOD adding 0DTE options, to prediction markets as a whole...

Everything's right there...without the perceived risk of a rug-pull via the “lawless” crypto landscape that defined crypto’s appeal in the first place.

Question is...does real-world crypto utility generate enough demand to offset a sustained decline in retail participation?

All I'm saying is the divergence of the once highly correlated $BTC - $QQQ pair is highly suspect. And it's only getting wider.

Yes, you can argue some of these things happen in every crypto bear market, but there's new variables & moving parts now (optionality + legacy brokerages participation + gov't interest) that change the game.

Crypto seems to be in a transition phase...from a momentum asset to an infrastructure asset.

Fundamental transitions like this are usually not kind to price in the medium term.

Long term, I'm bullish on the crypto's utility and think it will be everywhere, but the real world utility/adoption (and subsequent growing pains...) is something I'm watching in 2026.

[Codie Sanchez @Codie_Sanchez]

I worry about the average American who owns no businesses, few stocks, sparse assets, and doesn't understand AI.

We are in an asset ownership race.