Early 2026 themes playing out so far: - $XMR leading the privacy revival and rightly so with the cypherpunk renaissance being underway - Small-cap stocks outperforming the large caps, as the Mag7 trade is done for now, as the valuation gap going into 2026 had never been wider Think it's worth looking into smaller companies of winning sectors with strong cash positions and uptrending metrics (an example to express this idea to clarify would be $HOOD <> $BULL) Worth noting that I believe small caps running will play out as the old fabled thing crypto folks used to call "altszn" as they run last before a wider market correction An additional theme I expect to grow stronger later in the year (Q2 and onwards) is tokenization (See you can make a tweet without turning it into an article)

Another day of small cap outperformance