evan_van_ness
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In the long-run, the biggest threat to Btc is not ETH
It's CryptoPunks
Both were first mover NFTs whose value is largely derived from the mimetic value of being first
Btc advantages
- First blockchain
- First memecoin
- Satoshi's premine likely gone forever
CryptoPunks advantage
- Better scarcity (10k v 21m)
- Guaranteed supply cap vs Btc's hopes and prayers supply cap
- Can be used as profile pic, thus a Veblen good
How long until the market cap of CryptoPunks flips Btc?
It's CryptoPunks
Both were first mover NFTs whose value is largely derived from the mimetic value of being first
Btc advantages
- First blockchain
- First memecoin
- Satoshi's premine likely gone forever
CryptoPunks advantage
- Better scarcity (10k v 21m)
- Guaranteed supply cap vs Btc's hopes and prayers supply cap
- Can be used as profile pic, thus a Veblen good
How long until the market cap of CryptoPunks flips Btc?
It's actually the opposite
This is a screenshot from a tweet from a rollup founder.
Rollups need to stop thinking that their tech differentiates them.
None of your tech is 10x your competitors, sorry. None of you. Not even close. We're talking percentage differences, not magnitudes. None of you are even trustless yet.
Ethereum doesn't have a BD team. Which means that we have 42 BD rollup teams that go talk to institutions and governments, and none close the sale because they all muddle each other's messages. The whole process sours some institutions on Ethereum even when ETH is obviously the best choice for them.
Startups and tech generally have traditionally underrated marketing. "The product should sell itself."
Ethereum is even worse about this. Vitalik is culpable for overrating tech and tinkering with the protocol rather than doing the hard work of figuring out distribution.
Ethereum needs to focus on winning. Real apps for real users.
This is a screenshot from a tweet from a rollup founder.
Rollups need to stop thinking that their tech differentiates them.
None of your tech is 10x your competitors, sorry. None of you. Not even close. We're talking percentage differences, not magnitudes. None of you are even trustless yet.
Ethereum doesn't have a BD team. Which means that we have 42 BD rollup teams that go talk to institutions and governments, and none close the sale because they all muddle each other's messages. The whole process sours some institutions on Ethereum even when ETH is obviously the best choice for them.
Startups and tech generally have traditionally underrated marketing. "The product should sell itself."
Ethereum is even worse about this. Vitalik is culpable for overrating tech and tinkering with the protocol rather than doing the hard work of figuring out distribution.
Ethereum needs to focus on winning. Real apps for real users.
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