Suggestions
Santiago Roel
Web3 Investor
Santiago Roel is a professional with a strong background in finance and investment banking.
Having previously worked as an analyst at JPMorgan Investment Bank, Santiago now holds the position of Head of Growth Operations at Elysium Health.
He is associated with Sageview Capital and is an alumnus of Boston University.
Santiago Roel's expertise lies in financial analysis, investment strategies, and operational growth within organizations.
Highlights
Ted Turner on the power of inversion:
“Confronted with a problem I’ve always looked for an unconventional angle and approach. Nothing sneaky, nothing illegal or unethical, just turning the issue on its head and shifting the advantage to our side.” https://t.co/9ESQCf39EB

Not many predictions, just a reiteration of a few core ideas:
Stop trying to look into a crystal ball. Be present and understand what’s happening now. If you understand the present, you can see the future
Markets are not cheap and there’s a lot of hype. Everyone’s high on techno optimism and confusing skepticism with pessimism. When things are priced to perfection it leads to disappointment (and capital destruction)
You can’t escape mean reversion
Crypto is in its adoption phase. 2025 was about legitimacy; 2026 is about exponential adoption - but not exponential prices
Prices will lag adoption. The Nasdaq fell ~80% from its peak and took 15 years to recover, while internet users grew ~7x over the same period
Crypto prices eventually recover once we have ~10x more active users (at least 500 million)
We’re facing an affordability and loneliness crisis. Understand that, and clear themes and investable areas emerge
Capital preservation is key. Wait for the fat pitch. It usually comes with forced sellers. That’s not today. People feel the pinch, but markets have delivered a phenomenal decade
You don’t have to bet. You shouldn’t play every hand you’re dealt.
Go deep on supply and demand dynamics. It’s surprising how few people can explain businesses through this lens. In crypto, we have an oversupply of blockspace and insufficient demand. Prices won’t break new all time highs until that happens
Competition is for losers. Avoid highly competitive industries. Focus on niche areas, find PMF, and dominate. First-mover advantages are overrated. Read Zero to One
“Commodity” products can still earn a premium. Anyone who disagrees hasn’t walked through a supermarket: it’s Tide, not detergent; Kleenex, not tissue
May 2026 be a great year for you all!
