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brxckinridge
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there are two types of companies in crypto: incentive-led and product-led.
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who is the @im_roy_lee of crypto?
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Robinhood has 14m monthly active users Hyperliquid has 500k lifetime users Lots of room to run on mobile first crypto experiences
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okay now do tether
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We're going to see consumer finance cos battle it out like the streaming wars While Netflix & HBO fight over mindshare of ppl in hours after dinner.. CB, Hood, and others will fight over what those same ppl trade on their phone crypto, equities, memes, predictions, all in play
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CT waking up to the tactic of building both first party products and the protocol underlying We noticed this early last year https://unconfirmed.blog/product-led-protocols We've invested in great teams building this way: @farcaster_xyz, @ellipsis_labs, @plumenetwork, and others not yet announced
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