nairolf

important poll:

tokenize everything

people are generally curious about crypto

but they don’t know where to start

what’s the reason why ai agents fail to get real adoption?

to me, it feels like it is a 10x UX improvement for anyone new to crypto

no more gas
no more bridge
no more popups

notifications are massively underexploited in crypto

“bro, what’s a CLOB?”

imagine a farmers market with a big whiteboard in the middle

on this whiteboard, every farmer who wants to buy or sell apples can write their offer

bob writes “i’m selling 10 apples for $1 each”
jack writes “i’m buying 10 apples for $1 each”

since both offers match, the trade between bob and jack happens

everyone can see all the buy and sell offers on the board

this whiteboard is the CLOB. it holds all the orders and makes sure trades happen fairly: best prices go first

now replace apples with any token you want, and that’s it

“bro how is this different from coinbase?”

coinbase and other centralized exchanges also use CLOBs

the thing is: their CLOBs run offchain, which means they aren’t decentralized

you have to trust coinbase to match orders fairly

“so why is everyone talking about CLOBs?”

because the goal is to build a CLOB that works onchain

before, this was hard (impossible) because of two main problems:
- latency: orders need to be placed super fast
- gas cost: placing an order shouldn’t cost a ton of money

but with new chains like monad, fluent or megaeth, it’s starting to look feasible

“how is this different from uniswap?”

uniswap (and other AMMs) work differently

they use liquidity pools of tokens and a formula to make sure trades happen between a range of prices

with CLOBs, it’s traders who place their own orders. no algorithm in the middle

🫶

most projects fail because they never talk to a real user before launching

one user study > 100 pitch decks

users want apps

that’s it

how many web3 companies acquired by web2 companies by eoy?

how many web3 companies acquired by web2 companies by eoy?

adoption shouldn’t depend on price go up

no one new to crypto should have to download a wallet anymore

prediction markets where the person or team you bet on earns a cut of the fees

who’s building that?

no better days than those

randomly smiling, seeing ur convictions paying off

life

is there a world where DeFi hasn’t 100x its market in 20 years?

hard to imagine tbh

there’s no other use case in crypto rn that speaks so clearly to both individuals and institutions

pro tip:

always offer both an easy and advanced mode

a first-time user doesn’t want the same UI as someone who uses the app every day

same product, different entry points

hyperliquid needs a mobile app

they already nailed product and UX on desktop

the moment they go mobile with that same experience, it’s the end of cex

different people

need

different UI

biggest winner of the plasma raise is definitely sonar (and echo too)

now that Plasma raised so much, so fast, you can bet a ton of projects will follow their path

and honestly? that’s a good thing

free or sponsored gas would solve a lot of our onboarding and UX issues

asking new users to buy a random token just to try an app? it’s kinda wild when you think about it

covering gas or abstracting it away makes things feel familiar, like the apps people already use