nairolf

few observations:

- people are (finally) putting more emphasis on real revenue
- apps are what’s make chains valuable
- chains should start focusing on distribution
- L2s are fine, but only if they’re actually differentiated

something is changing (hopefully)

real question:

why is it harder for apps to raise money than infra?

the best UX isn’t about adding more features

it’s rather removing every extra click or wallet popups until only *only* the essentials are left

prelaunch marketing is a completely different game than post tge

but most projects just keep doing the same playbook over and over

spoiler: it doesn’t work

the second the token drops, the farmers leave

they were never your community

(not so) hot take:

wallets have a massively underexploited potential

ive found worse than crypto UX 🚨🚨

airlines UX took the top1

rollups have two real paths to win:

- distribution => get massive user bases and streamline them to your apps (ex: abstract & base)
- differentiated tech => offer something so much better (faster, cheaper, more expressive) that devs want to switch (ex: megaeth & fluent)

you probably have to be world class at one to survive long term

one of the worst mistakes crypto could make is assuming we don’t need more infra

it’s not as sexy as apps but it’s what actually drives real growth

and to be honest, we’re still far from having it right

there’s a lot left to fix before we can onboard real users (and devs)

sometimes i’m really pissed at how low the quality bar is for apps in crypto

so many teams just completely ignore the basics: product, UX, marketing, community feedback, basically everything that matters

and the worst part? there’s not enough real competition, so no one really calls it out

no one’s really talking about it but DeFi is having a small renaissance right now with projects like euler, fluid (& pendle)

and the best part? they’re building real products without crazy incentives to fake traction

feels like the start of something healthier

remember DeSci?

im hearing things

real question:

why do people act like a team has to be doxxed for a project to be legit?

best apps we've had this cycle:

- pendle
- kaito
- hyperliquid
- universalx
- polymarket
- fluid

they all have one thing in common: they put a lot of effort into making the UI/UX as smooth as possible

spoiler: it works

monday midshare:

– DeFi pushing to new highs
– AI and memes cooling off
– SocialFi and rollups starting to wake up

market’s shifting

real question:

why aren’t more teams prioritizing revenue generation?

ok vienna might be in the top 3 european cities

clean, nice and packed with things to see

the problem is most tokens were just plugged in after the fact

it feels forced and it shows

we ended up with tokens that have no real purpose, no clear role, no story

that’s why we’re here now imo, with people (and even teams) struggling to explain why their token exists in the first place

a token shouldn’t be an afterthought, it should be part of the design from day one (or not at all)

apps are what turn a chain from “just another L1” into something that actually matters

it's where actual value gets created

we're in a tricky spot

>90% of people have heard about crypto but most of them have the wrong idea

they don’t see the tech, the potential, or the progress, because no one ever explained it to them in a way that actually made sense

awareness -> there, understanding -> broken