"The Burj Tialifa"

Something that never stops blowing my mind in crypto: how much time, energy, and money teams waste TGEing at all costs!! If you need to pay a lot for your TGE, you're simply too early. Just wait for PMF. (Underlying assumption is that you even want to reach PMF)

Appchains > Generalized chains I’m convinced most generalized L1s won’t stand the test of time. Chasing vanity metrics like TPS, block size, or active addresses, all easily gamed, is pointless. There’s a reason Hyperliquid built an L1 for their app, not the other way around.

that’s the best play everyone knows a chain needs one killer app to exist so instead of building the infra and hoping someone builds that app on top, it’s way easier (and smarter) to just start with the killer app now your killer app becomes: - distribution for new apps -

gBoros

If this were any other team, they’d be dropping a new $BOROS token, publishing a Medium post explaining why the foundation needs another 20% allocation; all while industrial-scale sybilling their own airdrop. But no. The ticker simply is $PENDLE.

only $PENDLE always $PENDLE

Lots of similar announcements lately. Seems like teams are finally realizing that: - fundamentals matter - sharing revenues with tokenholders might be a decent way to stop their tokens from going to zero

You know it’s bad when "at least it’s not ICP" becomes the defense for your project!

There’s a common misconception among altcoin teams that a DAT is some kind of magic trick to save a dying token. In reality, a successful DAT needs two things: 1. Fundamentals. TradFi isn’t buying ZK or DA promises, they want hard numbers 2. A CEO with a strong TradFi brand If

You don't need to launch a DAT to see your token price go up, just show relentless execution by shipping products that have massive potential (e.g. Boros). Full disclosure: L1D is an investor in Pendle

This one single trick they don't want you to know about 🤫

x.com/i/article/1954…

If you care about your tokenholders and want to signal it to the market: have a look at the Token Transparency Framework! 👇

By now, there are probably more Solana memecoin launchpads than actual memecoins trading above $10m FDV

Tracking memecoin launchpad market share is this month’s equivalent of betting on hamsters

I've had several interactions with the PoP team in the past, and some of the feedback I've shared still feels relevant (though some is being addressed in this post): 1. Fully onchain isn't a selling point. Most players don't care. In gaming, onchain primarily is a regulatory

gMonad

Users >> tech. Crypto protocols are becoming (slowly but surely) real businesses. Those still stuck in the tech & narrative meta are going to have a hard time and will slowly trend to 0.

High integrity teams that ship relentlessly in crypto are scarce. Squads is one of them.