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Welcome to 2026: Why This Could Be That Year
- buffalofiresidecha
- Jan 1
- 4 min read
by Eric J. Kemnitzer
Welcome to the first Buffalo Fireside Chats blog of 2026. Whether you’ve been riding with us for years or just joined the community, this year feels different. Not in a “guaranteed moon” way—but in a structure-is-finally-forming way. Crypto sentiment is improving, tokenization narratives are becoming real, and several OTC companies we’ve covered are entering phases where execution matters more than promises.
Before we dig in....be sure to join us this Sunday, January 4th at 6 pm ET, for some kick ass Q&A's and some due diligence deep dives:
Setting the Tone for 2026
If there’s one word that defines how we’re approaching this year, it’s intentional.
2026 isn’t about chasing every headline or pretending volatility equals opportunity. It’s about recognizing when multiple trends begin to align at the same time—and positioning before the crowd notices.
Here’s what’s standing out early:
Crypto is regaining legitimacy, not just attention
Blockchain is being discussed as infrastructure, not novelty
OTC companies are being forced to mature—or get left behind
Retail investors are asking better questions than last cycle
That combination doesn’t show up often.
Why Crypto Matters (Even If You’re Not a “Crypto Person”)
You don’t have to be trading memes at 3 a.m. for crypto to matter to your portfolio or outlook.
Crypto cycles influence:
Risk appetite across all markets
Liquidity flows into small caps and microcaps
Innovation around settlement, custody, and transparency
Two narratives continue to loom large:
XRP and the evolution of real-world payment and settlement rails
Bitcoin-related infrastructure and financial services gaining institutional relevance
Crypto doesn’t need mania to be impactful. It just needs use cases, and those are finally becoming harder to ignore.
Tokenization & the OTCM Protocol: The Quiet Shift
One of the most compelling under-the-radar developments is the growing focus on tokenization—specifically as it relates to public companies.
The OTCM Protocol thesis is simple but powerful:
Real shares
Proper custody
Blockchain-based liquidity tools
If executed correctly, this framework could:
Improve transparency
Reduce manipulation
Attract global capital without rewriting securities law
This isn’t about hype—it’s about modernizing an outdated system. And 2026 could be the year where proof-of-concept turns into proof-of-execution.
Companies We’re Carrying Into the New Year
We’ve covered a wide range of names, but a few continue to stand out as narratives worth monitoring as 2026 unfolds:
Cavitation Technologies ($CVAT)
Water infrastructure, environmental solutions, and scalable technology don’t care about market cycles. CVAT represents the type of story that tends to age well when execution follows innovation.
XYRA Corp ($CVAT - Subsidiary)
A developing strategy with multiple paths forward. Not loud, not flashy—but evolving.
Luminar Media Group ($LRGR)
Completed audits and improved reporting are boring—until they’re not. Structure matters, and LRGR is finally checking boxes that the market actually respects.
Bitcoin Bancorp ($BCBC)
An indirect way to participate in Bitcoin’s ecosystem without chasing speculative tokens. Infrastructure plays often shine later in cycles, not earlier.
PurMinds NeuroPharma ($PFSF)
PurMinds is a biotech story rooted more in science than spectacle. The company has been advancing proprietary technologies and strategic collaborations focused on neurological diagnostics, keeping its narrative centered on validation and progress rather than hype.
Biotech rewards patience, not impatience—and PFSF remains a name we’re watching as execution and data continue to shape the story moving into 2026.
PS. They have a partnership with Spectrochip.....Start digging!
PPS. Start here: https://youtu.be/sT2PdEF0XEY?si=bnWowL3oIolZGo0g
HWAL Inc. ($HWAL)
A shift toward real-world assets and international strategy makes HWAL a name worth watching as its story continues to evolve beyond its legacy perception.
No promises. No predictions. Just companies entering stages where follow-through matters.
Software Effective Solutions Corp./Medcana ($SFWJ)
Medcana is becoming a global cannabis giant, not beholden to U.S. lawmakers ability to get nothing accomplished. They are positioning the company around strategic restructuring and long-term value creation, with a clearer focus on redefining its operating direction rather than chasing short-term attention. During 2025, they have given substantial step-by-step updates on business operations.
Like many turnaround-style OTC stories, the real test will be execution—but SFWJ enters 2026 with a more intentional framework than in prior years, making it a narrative worth monitoring as progress unfolds.
What We’re Not Doing in 2026
Just as important as what we’re watching is what we’re avoiding:
❌ Blind hype
❌ Emotional trading
❌ Falling in love with narratives that stop progressing
❌ Feeding trolls who discovered markets during stimulus season
Time, energy, and capital are finite. We treat them that way.
The Buffalo Mentality Going Forward 🦬
2026 is about:
Patience over panic
Structure over stories
Process over price
We’ll continue breaking things down, asking uncomfortable questions, and spotlighting narratives that earn attention—not demand it.
If you’re here for that kind of ride, you’re in the right place. If you are going to whine about your 2021 bags and bad trades.....we've all been there. Own It. Get Better. Move On.
This blog contains forward-looking thoughts, backward-looking lessons, and sideways glances at markets that may or may not behave. Nothing here is financial advice, a solicitation, or a guarantee that your cousin’s “can’t-miss” Discord play is legit. Do your own research, manage risk responsibly, and remember: real conviction doesn’t need all caps.
Welcome to 2026. Buffalo Fireside Chats 🦬🔥