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MikeIppolito_
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MikeIppolito_
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The launchpad wars are underway but seem to have found temporary equilibrium. Solana is ~75% of the market, 65% of that being Pump. Zora is the only challenger with any staying power, last week Believe was <1% of the market. So far, the winners have stayed winning.
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Out there opinion: in the future public companies will be required to have all revenue onchain. One benefit will be lighter regulation, because the cash flows are easier to audit. Privacy will be more challenging.
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The creator economy is still a massive secular trend. Phase I is creators getting larger audiences on social media (ongoing). Phase II is creators building their own products to sell to their audience. Phase III is creators funding product creation via their own equity coins.
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Get ready to hear the word hyperbitcoinization again, a lot
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I think most people dislike memecoins because they view them through the lens of finance. From that perspective it feels like a perversion. Viewed through a media lens, however, it seems like the culmination of every mega trend in the industry. It feels inevitable.
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