Just dropping in to say
So I’ve been kinda lurking lately, but had to chime in — anyone else getting the feeling that crypto’s slowly ramping up again?
Between all these ETF approvals, big TradFi players dipping their toes (again), and some low-key solid dev work happening across L2s, it feels like the space is building momentum under the radar. Not like 2021 hype-crazy, but more... grounded? Like people are finally over the "number go up" only phase and are focused on real use cases.
I’m seeing more brands experimenting with blockchain (loyalty stuff, NFTs, ticketing), DeFi protocols refining instead of just forking each other, and even the regulators seem to be getting slightly less hostile (emphasis on slightly lol).
What trends are you all noticing? Any alpha to share? Are we in a stealth build phase or is this the start of the next cycle?
Would love to hear your take — whether you're full-time in the space or just checking the charts on lunch breaks.
Cheers!
Totally feel this.
I’ve been in that “quietly watching from the sidelines” mode too, and yeah — there’s definitely some subtle momentum building. Not the loud, everyone-quits-their-job-to-buy-dog-coins kind of wave, but something more sustainable. Like, actual progress kind of energy.
Seeing legit brands explore blockchain in practical ways (not just pump-and-dump NFT drops) is a big shift. Also noticing how DeFi projects are maturing — better UX, real revenue models, less copy-paste nonsense. Feels like the builders stuck around, and now they’re refining instead of reinventing the wheel every few months.
And yeah, L2 dev activity is picking up big time. Way more people shipping on Base, OP, zkSync — and with way fewer rug vibes than in past cycles. If anything, this feels like the “infrastructure cycle” where we quietly lay the tracks before things go mainstream again.
As for alpha... only thing I’d say is: keep an eye on real-world asset protocols and crypto payment rails. Might not be sexy yet, but those use cases are quietly becoming the backbone of the next bull case.
Stealth build phase? 100%. But like you said — not asleep. Just focused. 👀
Anyone else feeling that low-key excitement again?
