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Crypto is caught in a vicious stagnation loop: fewer users → fewer apps → fewer devs → less new infra → fewer new apps → fewer new users.
This negative flywheel won’t break itself. The only way out is through new projects that break the mold and bring in new people.
This negative flywheel won’t break itself. The only way out is through new projects that break the mold and bring in new people.
Traducere
web3 is stuck in a downward spiral: fewer users → fewer apps → fewer devs → less infra → fewer new devs → fewer new apps → fewer new users.
Only bold new experiments will break that cycle and kickoff new growth.
Only bold new experiments will break that cycle and kickoff new growth.
Traducere
Make web3 weird again
Traducere
Ethereum's diversity isn't a bug - it's our greatest strength
Traducere
Zero-sum mentality is a dead end. Competing for the existing pie might boost short-term metrics, but it doesn’t grow it. We need a shift to positive-sum growth.
What could that look like? Specialized chains playing to their strengths (one for gaming, one for social, etc.) with atomic composability between them. Real adoption won’t come from tribalism or maximalism. It will come when the industry focuses on expanding use cases and making networks work together.
What could that look like? Specialized chains playing to their strengths (one for gaming, one for social, etc.) with atomic composability between them. Real adoption won’t come from tribalism or maximalism. It will come when the industry focuses on expanding use cases and making networks work together.
Traducere
New-to-world product validation isn't quantitative—it's visceral. Here's how to run powerful user interviews:
+ Always have two people on customer calls: one lead interviewer and one dedicated note taker.
+ Video is essential. You need to see people's non-verbal expressions.
+ Look for 'excitement': moments when users get excited about what you're describing. Are they leaning in? Are their eyes lighting up?
Validation isn't in polite nods or survey responses. It's in specific phrases:
+ “How much does this cost?”
+ “Can you send me the contract?”
+ “When can I go live?”
If you're not hearing these, keep iterating. "If it's not a 'hell yes,' it's a 'hell no.'"
This approach is even more crucial in web3, where we're building entirely new experiences. Keep iterating until you find that unmistakable moment of “I need this now.”
+ Always have two people on customer calls: one lead interviewer and one dedicated note taker.
+ Video is essential. You need to see people's non-verbal expressions.
+ Look for 'excitement': moments when users get excited about what you're describing. Are they leaning in? Are their eyes lighting up?
Validation isn't in polite nods or survey responses. It's in specific phrases:
+ “How much does this cost?”
+ “Can you send me the contract?”
+ “When can I go live?”
If you're not hearing these, keep iterating. "If it's not a 'hell yes,' it's a 'hell no.'"
This approach is even more crucial in web3, where we're building entirely new experiences. Keep iterating until you find that unmistakable moment of “I need this now.”
Traducere
What good is the fastest blockchain if no one wants what’s built on it? It’s time to build applications and application-centric networks people actually want to use and shares value with them.
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Anul este 2030.
X are un lanț.
Instagram are un lanț.
Apple are un lanț.
Microsoft are un lanț.
LVMH are mai multe lanțuri.
Starea finală este clară. Toate brandurile, aplicațiile și companiile vor avea lanțuri.
Se întâmplă deja acum cu lanțurile de aplicații.
X are un lanț.
Instagram are un lanț.
Apple are un lanț.
Microsoft are un lanț.
LVMH are mai multe lanțuri.
Starea finală este clară. Toate brandurile, aplicațiile și companiile vor avea lanțuri.
Se întâmplă deja acum cu lanțurile de aplicații.
Traducere
The reason all apps will launch their own chains:
Not really because of the blockspace
Not really because of the sequencer
It's because it's the only way to control the economy—and to give that control to its token holders
Not really because of the blockspace
Not really because of the sequencer
It's because it's the only way to control the economy—and to give that control to its token holders
Traducere
📉 Trust
📈 Need for trustless systems
📈 Need for trustless systems
Traducere
The next frontier for crypto is apps with application-centric networks that become open platforms and economies
The number of these will be as many as there are software companies
But you build these companies and networks differently
This is where talent and capital will flow
The number of these will be as many as there are software companies
But you build these companies and networks differently
This is where talent and capital will flow
Traducere
The next frontier for crypto is apps with application-centric networks that become platforms
The number of these will be as many as there are software companies
You build these companies and networks in different way than even now
But this is where talent and capital will flow
The number of these will be as many as there are software companies
You build these companies and networks in different way than even now
But this is where talent and capital will flow
Traducere
Every (app)chain will end up being five things at the core:
+ native asset generation
+ identity/reputation
+ oracles
+ incentives/rewards
+ exchange/payments
We've been seeing this across every vertical and implementation—all enshrined into the network and sequencers
+ native asset generation
+ identity/reputation
+ oracles
+ incentives/rewards
+ exchange/payments
We've been seeing this across every vertical and implementation—all enshrined into the network and sequencers
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