nairolf

pro tip:

touch sand

verifiability is easily one of my favorite verticals rn

- can onboard web2 apps without needing to “go full crypto”
- solves a real and universal problem
- not heavily tied to speculation

seeing it as crypto's trojan horse

real question:

what’s missing to crypto credit card to be more adopted?

just because a token is down doesn’t mean the project is a failure

most of the time, the problem isn’t the product, it’s the token

this is exactly the kind of environment where a really good app could do a killer and put a ton of eyes back on crypto

pendle has one of the best UXs in crypto

especially when you consider how complex the product actually is

clear tutorial, good interface and ai agent to help you any time

pretty good

circle is up 41% today

but usdc is still flat

narrative doesn’t matter when you have PMF

because the product become the narrative

pro tip:

build for 10 IQ people

not because users are dumb (well they can be)

but because they don’t have as much time as you would expect

the biggest thing a chain can give to its apps is distribution

that’s it

app builders are by far the most in demand people in crypto right now

for chains, it became even more difficult to find than raising money

the best projects are usually the least sexy

happened today to me

> go in the jungle
> ask how to pay for the coffee
> answer: USDT or cash

pure beauty, banks are dead

current UX is good enough for crypto natives

but that’s just 0.1% of the market

InfoFi is still cool, people just misunderstand it

the problem is it got associated with only mindshare and attention metrics when the real value starts to show once you add reputation to the mix

kaito is just one part of the puzzle that will be sublimed by others

ai agents will become the primary discovery tools in both crypto and the real world

we’re already seeing it with chatgpt slowly replacing google for more and more people

crypto’s next. instead of searching CT or discord, people will just ask an agent

what are the best events already announced for EthCC?

random sunday thought:

every part of the world needs crypto and blockchain but for different reasons

in unstable economies: access to stablecoins is life-changing
in developed countries: open finance and transparency are becoming a must

crypto is global but value is local

happiness

what if crypto market cap goes to 10 trillions but stablecoins become actually half of that?