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richardchen39
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Who's going to be in NYC next week for @SolanaConf Accelerate? Would love to meet up!
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richardchen39
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Been seeing lots of stablecoin + emerging markets projects lately. My main question is TAM. US/Europe/East Asia GDP is far bigger than the GDP of EM countries combined. You quickly hit a ceiling on growth in an EM, and expansion is difficult given each country's economy, laws, etc. are idiosyncratic. Plus every successful crypto project is extremely power law whale heavy in usage, unlike going after low LTV users in EMs. What am I missing here?
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Been seeing lots of stablecoin + emerging markets projects lately. The main question I have is TAM. US/Europe/East Asia GDP is far bigger than the GDP of EM countries combined. You quickly hit a ceiling on growth in an EM, and expansion is difficult given each country's economy, laws, etc. are idiosyncratic. Plus every successful crypto project is extremely power law whale heavy in usage, unlike going after low LTV users in EMs. What am I missing here?
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Don't think I've seen this many big crypto announcements on the same day in a while. - Bridge USDB @Stablecoin - @tryramp stablecoin-backed cards - @Meta bringing back Libra - @RobinhoodApp and @superstatefunds tokenized equities - @Mashinsky 12 years prison sentence
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Most obvious crowded ideas right now: - Stablecoin neobank - AI agents launchpad - DeFi super app What else?
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