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Is the "HODL" era over, or are we just looking in the wrong places?

In this episode, we reflect on a turbulent 2025 where Bitcoin closed at $87,000—a disappointing -6% return for the year that left many long-term investors struggling. While traditional assets like Gold (+35%) and Silver (+50%) surged, crypto investors found themselves in a "traders' market" dominated by massive liquidation events and shifting paradigms.

We dive deep into why the "old rules" of fundamentals and tokenomics temporarily failed and why 2026 is the year of value investing and narrative hunting. If you have a $5,000 "grandpot" and want to scale it to $50,000 without the "Vegas-style" gambling of meme coins, this is the blueprint you need.

Key Highlights from the Episode:

• Why we believe the era of generic L2s and "AI for AI's sake" projects is coming to an end.
• The Prediction Market Boom: Analyzing the massive traction of Polymarket and Kalshi, and why legacy tokens like Augur or Gnosis (GNO) might be the sleeper hits of 2026.
• Real World Assets (RWA) 2.0: Move over, real estate. We discuss the "Logan Paul Pikachu effect" and how physical collectibles and anime cards could trigger the next $7 million liquidation-style spark in the RWA sector.
• The Search for the Dedicated L1: Why the market is desperate for a dedicated blockchain purely for issuing and scaling RWA projects.
• AI Evolution: Beyond the memes—could the rise of AGI or AI-generated cinema be the next groundbreaking catalyst for the space?

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Nothing in these podcasts are financial advice, just banter and vibes. Stay safe out there.

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Hosts: Haris King, Ricardo, and Deji

Episode Disclaimer

The content presented in this podcast is intended for informational and educational purposes only. It should not be considered as financial advice, and listeners are encouraged to conduct their own research or consult with a qualified professional before making any investment decisions.

The Top 10 Shakeup: Winners and Losers

The hosts analyzed the current Top 10—including Bitcoin, Ethereum, BNB, XRP, and Solana—to predict who survives the coming year.

• The BNB Mystery: BNB has seen massive growth, climbing from approximately $700 to a high of $1,300 over the course of the year.
• The "Washed" XRP Army: While BNB has consistently performed, the hosts noted that it has flipped XRP in market cap, suggesting the "XRP Army" is losing its influence.
• The Tron Factor: Tron has managed to ride every market wave to maintain a strong position, though the hosts are skeptical it will remain in the Top 10 through 2026.

The Solana "Slow Rug" Narrative

One of the most controversial segments of the episode focuses on Solana’s long-term sustainability and its hardware ecosystem.

• Mobile Support Issues: The hosts discussed Solana Mobile's decision to disable support for the original "Saga" device after only two years, which they described as a "slow rug" for early adopters.
• Meme Coin Reliance: Solana is viewed primarily as a "meme coin generator," and the hosts fear that if the meme narrative fades, the chain’s on-chain activity will collapse.
• The Polygon Comparison: There is a prediction that Solana could become "this cycle's Polygon," slipping significantly in the rankings as fundamentals are questioned.

The Decline of Cardano ($ADA)

The hosts addressed why the "favourite chain" of many OG influencers might be in serious trouble in 2026.

• "Dino Coin" Status: Cardano is at risk of falling into irrelevance because it lacks unique utility compared to its competitors.
• Developer Friction: The chain is criticized for not being developer-friendly, with its reliance on the Haskell language being a barrier to new talent.
• The Lobbying Gap: While founder Charles Hoskinson is praised for his crypto lobbying efforts, the hosts argue he needs to pay more attention to the chain’s actual performance and speed.

The 2026 Bear Market Outlook

The consensus for 2026 is a return to deep consolidation and downward price action.

• The Q1 Trap: The team expects a rally in Q1 of 2026, which they describe as a "relief rally" or "dead-cat bounce".
• An "Ugly" Year: Following the Q1 rally, the remainder of the year (Q2, Q3, and Q4) is predicted to be "ugly" and bearish.
• Bitcoin Price Target: Predictions suggest Bitcoin could drop to $50,000 or less by late 2026.
• The Four-Year Cycle: Despite institutional money and ETFs, the hosts believe the traditional four-year cycle remains intact, though it may lengthen by four to six months.

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Nothing in these podcasts are financial advice, just banter and vibes. Stay safe out there.

Join our Discord – hang out with the community, share plays, and stay ahead of the curve.

Send us a text

In this episode of Crypto Flip, hosts Haris King, Ricardo, and Deji dive into the sharp decline in Solana's on-chain activity, discuss why meme coins appear to be fading, debate the future narrative needs for Solana, critique the rise of prediction markets as glorified gambling, and explore Coinbase's new stock trading feature as a sign of preparing for a potential crypto slowdown. They also share some crazy "crypto confessions" from listeners and unveil Ricardo's new free crypto sentiment app.

In This Episode:

• Crypto Confessions: Heartbreaking stories of an 18-year-old getting liquidated for $135K and a founder blowing $400K post-company sale on vacations, cars, DoorDash, and Fortnite skins

• Solana's massive drop in daily active users from ~4.8M to 680K since early 2025 – an ~86% decline tied to fading meme coin hype

• Debate on whether meme coins are dead on Solana and if the chain desperately needs a new narrative beyond memes (DePIN didn't take off, prediction markets dismissed as gambling)

• Why the hosts are currently bullish only on Bitcoin and staying away from Solana until market direction clears

• Criticism of prediction markets (e.g., Polymarket) as worse than traditional gambling due to insider edges

• Coinbase launching stock trading on its platform – interpreted as a defensive move to maintain revenue ahead of an expected crypto bear or ranging market

• Ricardo's new free Crypto Sentiment app that gauges sentiment across the top 100 coins by market cap

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Nothing in these podcasts are financial advice, just banter and vibes. Stay safe out there.

Join our Discord – hang out with the community, share plays, and stay ahead of the curve.