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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
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We’re entering an era where we will get our breaking news from either Polymarket or Pump
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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.
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The next battleground for crypto is products that prioritize privacy and anonymity.
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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.
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Alliance Batch #1 @0xProject was among the first to recognize that the entire world would be tokenized and now they’re expanding their presence by moving to Solana.
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Bitcoin Price Today: Bitcoin Liquidity Builds for $111K Price Target Ahead of Monthly Close
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Bitcoin News: Bitcoin Eyes $110K as Bulls Take Lead Ahead of $20B Options Expiry
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Crypto News: US Senator Cynthia Lummis Sets 2026 Deadline for CLARITY and GENIUS Crypto Bills
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Wyoming Senator Anticipates Crypto Legislation Passage by Year-End
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Crypto News Today: US Mortgage Regulator Approves Crypto Assets in Home Loan Risk Assessments
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