nairolf

ethcc takeaways (preshot edition):

- stablecoins are the thing to work on right now
- apps should make revenue, but most apps aren’t designed to
- Cannes was a terrible decision
- infoFi needs a major rethinking
- it’s harder than we thought to onboard people

ure welcome

apps are becoming more and more ambitious

and that feels good

apps should have another goal than target hundreds of thousands of users

in a normal world, this thing should launch below 700k market cap

and that would be hilarious

prediction:

the first great *non financial* blockchain app will be something around reputation

hard to find something more interesting than prediction markets for consumer crypto products rn

- simple to understand
- fun to use
- naturally viral

and it gets even better when it targets small niche markets

imagine every country, community or subculture having its own prediction platform

not betting on global stuff but on what they actually care about

looks v cute ngl

"bro wat is airbender?"

An explanation of @zksync AirBender, in (very) simple terms. 🧵

education is crucial for crypto rn

too many people are still stuck seeing it only through the lens of speculation and not the benefits it really brings

ZK mindshare is doing (very) well recently

- third highest narrative after AI and DeFi
- mostly driven by zksync and succinct

finally time?

stablecoin is how institutions are adopting crypto

____ is how consumer will be adopting crypto

(not so) hot take:

NFTs have the highest chance to get consumer adoption

we see way fewer founders trying to be the face of their projects lately

wonder why

my highest conviction: there will be way more chains a year from now than there are today

and the biggest challenge will be to make all of them feel like one

one of my favorite things in crypto is how unconventional methods are totally normalized

yeah, sometimes it leads to weird shit

but sometimes it gives you unexpectedly brilliant results and that’s so freaking cool

you can feel that things are quickly moving towards more experimentation and consumer facing products

might finally be the time for apps ngl

there’s something i keep struggling with:

why do apps keep getting less VC funding than infra?

and why do they usually give way shorter vesting periods than infra too?

people will tell you not to midcurve xyz project

then drop a 3-page research report

?????

things that will come back later (but 10x better):

- ai agents
- chain abstraction
- prediction markets

we really need to stop using "schedule a call" as CTA

the more you go outside, the more you realize the world actually needs crypto

the more you go outside, the more you realize 95% of crypto isn’t building for the world