lmrankhan

A small group of young, sharp trenchers is emerging effectively acting as onchain VCs by accumulating tokens and actively supporting founders.

They offer the same value as trad VCs but take a more hands on approach, contributing to community building, product feedback, and real time crisis support.

As private investing becomes liquid from day one, the barrier to entry drops, allowing anyone to become an onchain VC. This will give rise to a new class of long term degens who I believe can positively grow the space over the long haul.

We’re entering an era where we will get our breaking news from either Polymarket or Pump

Crypto is probably one of the hardest sectors to build a product in.

Your traction is public. Your customer complaints and support issues are public. Your code is often public.

Competitors/hackers not only monitor and replicate in real time, they do so with aligned incentives via tokens, their communities are rewarded for attacking , exploiting, or degrading your product.

All while the health of your product is anchored to broader macro cycles. It is unlike anything I have seen in other sectors.

I understand why Uniswap added the MIT license to v4. It is a form of strategic defense. It is not something I would personally advocate, because the best founders do not copy they invent new ideas.

At the end of the day, the strongest crypto founders either work to outcompete themselves or build so early that no one else has noticed the opportunity yet.

The next battleground for crypto is products that prioritize privacy and anonymity.

The ultimate test for the new generation of crypto founders is the ability to forgo short term speculative gains for long term generational outcomes.

If you find a founder who can pass that test, you may have found a unicorn. In my view, this is what separates the strong from the weak.

With the acquisition of Privy, it should be clear to everyone building their third AI clone startup that the real asymmetric opportunity lies in crypto, not AI

Anyone have an intro to the @stable team?

We’re moving @goodgamepodxyz to quarterly episodes for now, there’s just too much opportunity in crypto atm to keep up with regular cadence.

Time to lock in and build.

It’s always amusing when Capital R research podcast hosts chime in about the trenches from the sidelines zero skin in the game, no career risk, and nothing meaningful to contribute to crypto except armchair negativity. Keep the funny but useless takes coming

After watching people compare and criticize Monad and Megaeth side by side, it’s clear most of the noise on X means nothing. In the end, product and execution will win post main net.

I have a hunch we’re in the era where a few on chain crypto startups will go on to become household names.

For those in crypto are you an active user of Whop? And whats your favorite product and why?

I wouldn’t be surprised if a large part of the products we see in crypto today wouldn’t exist without the sneaker botting trend. Many high quality founders made their way from botting sneakers to sniping NFTs, building Telegram bots, and now building onchain trading terminals.

Many of the same people who criticized founders over the past few weeks/months now find themselves in the founder’s seat and realize the pressure hits differently.

Building a crypto startup is like assembling a rocket mid flight and you have to get a lot of things right to have a successful product launch.

And it’s far easier to criticize founders on the sidelines than being in the hot seat. Feedback is always welcomed but a fine line between feedback and badgering founders under pressure.

The most compelling aspect of launchpads like Pump or Believe is their ability to enable native onchain earning effectively turning them into issuers of onchain bank accounts for creators and founders.

With the launch of CoinAPI, we can now integrate directly into these creator wallets, unlocking an entirely new wave of products built natively onchain. These products can plug directly into creator accounts, streamlining access and growth.

The first product we’re introducing is @clipstake_x the onchain version of Whop. It empowers creators and founders to tap into a network of clippers and UGC content creators to support marketing efforts and help bring more people onchain.

They also leverage zkTLS to verify the exact number of unique views effectively solving the botting problem thats being incurred on trad products.

If you're a clipper, UGC creator, or a creator using Pump or Believe, we’d love for you to sign up.

Over a long enough time horizon, Binance faces the risk of being unbundled.

New token generation and liquidity are increasingly forming and growing on chain. Liquidity for on chain perps is also gaining traction.

Eventually, Binance and other centralized exchanges may be forced to shift focus evolving into the Chrome of the web, or in this case, becoming wallets or on chain terminals.

Some may have a shot at becoming L2s but it has yet to be proven out.

Not enough hours in the day, it's the golden era for crypto

I’ve been using Farcaster more lately, and if you're in crypto and want to see the space grow beyond just trading, I think you should too.

We're still in a small bubble compared to the broader tech or AI sectors. If we want crypto to break out, we need to support all founders, apps, use cases, and chains. As users, that’s the least we can do to help grow the pie.

When I see people tearing down apps or chains, it only sets us back and weakens our ability to influence the broader tech conversation. It’s better to stay open minded, experiment, and support new ideas because if crypto doesn’t grow, neither do we.

What I like about @fantasy_top_ is that they were the first startup to build a speculative app at the intersection of information and finance.

With the cult like community they’ve built and the data they’ve collected, they’re positioned to become a juggernaut.

I wouldn’t be surprised if they become one of the leading info finance apps in crypto, especially with the next few updates

It’s been about a year since @fantasy_top_ launched on mainnet, and few crypto apps have built such a strong cult following, especially without a token. That speaks to the stickiness of the product they’ve built.

As products become more financialized, the X data they’re harnessing opens the door for entirely new primitives. After speaking with the team today, I’m excited about what’s next for the Fantasy ecosystem.

Fantasy players, get ready.