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No one ever found consumer crypto PMF by going to conferences.
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pet3rpan_
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Amongst the 'coins' meta, @fx_hash_ has the most coherent model with the idea of open form generative art. = artists launch liquid tokens = tokens are burned to mint generative art = demand for mints, takes supply off the market As demand for art grows, token accrues value.
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Hyperliquid.
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In traditional venture, VCs look for "founder market fit" In crypto venture, VCs look for "founder market manipulation fit"
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FTX was a shitshow but it was solvent.
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So much of the current ideas in consumer crypto are simply mistimed execution. Right thesis, right direction, right features but wrong timing, poor distribution and wrong form factor.
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