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Crypto's iPhone moment will be when the iPhone is open to crypto. We're closer to that today
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The most valuable crypto companies will be Robinhood and Stripe
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I think we have the logic backwards - it's not that all content needs to be coined It's that coins are the new content The ticker and price chart let thousands of people create stories about what is happening (to the coin) and why. Volatility creates virality
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Early wins drive stickiness Winning your first game on @chesscom makes you ~3x more likely to continue playing vs. losing your first game This insight applies to crypto apps: give users their first $ win quickly and they'll stick around
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