FactoryDAO

Crypto feels ded. No one's talking about it. Taxi drivers aren't asking about coins anymore. That's usually the signal. @DrNickA & @ExUnico sat down to break down exactly where we are and where this goes.

We're seeing the first signs of crypto assets with genuine utility floors: tokens directly tied to protocol revenue, not hype. The kind of value connection that's never existed in traditional markets. Is this what the next era of crypto looks like? Full breakdown + much more in this week's episode. open.spotify.com/episode/2Ec9sj…

The macro picture is messy. Gold blow-off top. Silver acting like a shitcoin dev dump. S&P arching over. Iran closing the Strait of Hormuz with the US fleet inbound. We've never had a crypto bear market coincide with a real-world macro bear. Nick thinks Bitcoin finds fair value first. Here's why 👇

Crypto feels ded. No one's talking about it. Taxi drivers aren't asking about coins anymore. That's usually the signal. @DrNickA & @ExUnico sat down to break down exactly where we are and where this goes.

(5/5) "You've got like a year or two to figure out how you're going to operate in this new world" Full episode: open.spotify.com/episode/4THTeF…

(4/5) We also cover: • Why geopolitical chaos creates opportunity for radical autonomy tech • Different anarchist visions (ANCAP citadels vs DAO communes) • How off grid technical communities are natural crypto adopters • Why 2026 is highest leverage year for positioning

(1/5) New Crypto Market Watch 🎙️ "Agents Unlock Now" @DrNickA and @exuinco discuss why a widely adopted open sourced Agent could change everything for crypto. The meta crypto desperately needs might finally be here Thread 🧵

Bottom line: expect events, acceleration, and things getting too weird to account for. We're at least moderately bullish, but staying hedged. New episode of Crypto Market Watch is live. Listen in, join our Telegram, and take care of each other out there. It's going to get weird. open.spotify.com/episode/0BuLz6…

AI & Information Collapse: LLM training data is saturated with AI-generated slop. The feedback loops have begun. When you can't trust anything you see online, you can't price markets. You can't run civilization.

New Crypto Market Watch Episode: 2026: What's Coming. 📢 @drnick & @ExUnico spent 90 minutes predicting 2026 & arrived at some genuinely wild conclusions. Bitcoin retraces to $69k and reaches new ATH. Privacy meta emerging. Surveillance state on steroids. And why crypto events might be our only anchor to reality in an AI-slop-filled world🧵

2025 was the year the guard changed. Libertarian OGs leaving. Institutions arriving. Prices flat. But infrastructure? Regulatory? Adoption? That's mooning. This is a changing of an era episode. New podcast now. open.spotify.com/episode/4acV3n… /the end

Getting older in crypto is weird. You watch the young kids do 90-hour weeks at conferences. You realize you can't anymore. And you're okay with it because the infrastructure got so much better. Maybe professionalization isn't death. Maybe it's just... growing up. 🧵🧵🧵🧵

@DrNickA & @ExUnico did a 2025 predictions recap. Got some right. Got some wildly wrong. But the deeper story isn't about being right or wrong. It's that crypto had the most bullish year fundamentally ever. And prices literally roundtripped. That paradox is everything. 🧵