Seth Davis

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. 🤦🏽‍♂️

THE ARK - Coach Chris x.com/i/broadcasts/1…

THE ARK - Chris Clark x.com/i/broadcasts/1…

Live with Restream, February 07 x.com/i/broadcasts/1…

Live with Restream, February 07 x.com/i/broadcasts/1…

THE ARK — Worldwide Launch Broadcast x.com/i/broadcasts/1…

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

Virgil and Kanye showed us what it takes to dominate an industry.

I been telling everyone

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.

This is the greatest advice these crypto clowns can give lmao

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

I mean whatever motivates you, but seriously, I don't do any marketing on CT cause again, no one is left. In fact, I don't even want any of these CT influencers posting about my game and wouldn't want them to even know anything that is going on with my game. Im more posting to let our existing community know I'm still alive and things are progressing as planned. 😅

What does it mean when you're no longer early to crypto? 👀Means that attention based meta doesn't move the needle. 👀Means traders will be gun shy and doubtful for anything new. 👀Means the winners (that will be obvious in hindsight) are now all dark horses. Because everyone thinks they know all the tricks and angles, but really learned nothing except to become skeptical about everyone based on speculative analysis. The plus side is that the builders that are here are truly convicted in their vision and logic that sees a way forward. They are willing to make whatever sacrifices and start at a scale that they can make work. This is where the biggest gains that will dwarf the past 4 years will come from. 💩You've bet on so much shit, why not just pick one dark horse project that doesn't need attention and has a clear logical vision forward. 🐎That's what it means to not be early, if you've learned and know who those dark horses are, this is where you put in your support and just wait - because if they really are good, they don't need the attention, they will make their own from their results.

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

@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. 😅

@Seththadev Bro, there is no one left in web3 gaming lol, no one hates you cause there is no left. 😅

@_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.

@Seththadev I think if I also do the content with voice over on business. Gov con, the school and everything we been building it be good as well. Just timing and one thing at a time. But main priority is just been posting consistently again. I do well for a while then just stop.

Lil knockdown, wanna post more but wanna make sure I have consent of gym and training partners! Never trying to hurt or ego ppl! If u are trying to hurt ppl at ur gym! Ur training wrong! With love is how u grow. I use to just spar hard but now I can control my power.

@_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.

@Seththadev Facts. And rn mainly just CapCut. Like I try to do a recovery video if u peep with massage chair but ye I gotta put more time into editing. I was thinking if I could show me cooking , eating and then do a voice over it would be good. Kinda just stuck on how to get that.

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.

For 2026. There will always be speculation in crypto, but it's no longer the PMF for tokens. Crypto industry has reached the 'post speculation' phase for products. Attention for narrative is interesting at best. Growth ok, revenue better, profit best. Sustainability will define the next cycle. New winners will be less than 3 for each segment and dominate 80% of their market. Look for those project that have always been building for this period for the past 4 years. They are not sexy but their founders haven't changed their thesis, conviction and kept building all this time. Those projects pivoting now are already too late, because realizing what was wrong is still far away from making what is right.

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.

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.