Lyron (@lyronctk) 's Twitter Profile
Lyron

@lyronctk

founder @SeismicSys // it's a baaad day to be a server

rookie years @stanford @google

ID: 1432227198770073601

linkhttps://seismic.systems/ calendar_today30-08-2021 06:22:39

1,1K Tweet

5,5K Followers

727 Following

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Now that trading activity's dropping, many are pushing stablecoins again bc they're less correlated with market cycles Depin deserves some love too E.g. Helium still holding steady ~$160k MRR

Now that trading activity's dropping, many are pushing stablecoins again bc they're less correlated with market cycles

Depin deserves some love too

E.g. Helium still holding steady ~$160k MRR
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Encryption's going to be a main character for the next 5 years— not because of ideology, but because of demand Crypto's best path to growth right now is in handling transactions essential to daily life And essential transactions can't be fully public

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Let's go! Griffin Dunaif 🌊 and team execute with an insane amount of clarity The first time Griffin Dunaif 🌊 told me about his co was when their mission was "Make it as easy as possible for a user to spend $1 on your chain" I remember being shocked about how focused & simple it was

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Love privacy bulls, but this is wrong Crypto payments failed bc they aren't better than credit cards Payments need to plug into DeFi to be valuable to end user Then when this happens, huge privacy oppo Trillions in sensitive tradfi volume to claim. Payroll alone is $57T

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Hacking on a new crypto app: Nounsmic. It's a secret NounsDAO auction game built atop Seismic. The novelty: you can't see the auction's highest bid or bidder. The devex transition to Seismic from Solidity is smooth. Excited to follow as the stack matures.

Hacking on a new crypto app: Nounsmic.

It's a secret NounsDAO auction game built atop <a href="/SeismicSys/">Seismic</a>. The novelty: you can't see the auction's highest bid or bidder.

The devex transition to Seismic from Solidity is smooth. Excited to follow as the stack matures.
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It's unfair to compare Believe revenue to pump / virtuals / daos Because believe is taking 100x more legal risk than the other launchpads. Pump is still king

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The next meta for token pumping is so obvious it’s not even funny: 1. Develop a service 2. Convince 10 people to pay for service 3. Use feedback to improve 4. Repeat, but with more people, for 7yrs 5. Use money to pay token holders 6. Sit back as everyone bids token Easy 1B mc

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It used to be bullish whenever an ecosystem launched with 20 apps. But that playbook is cookity cooked. It's clear that 20 apps isn't 20 "shots on goal". It's 0. The new playbook? Launch with 2 good apps lads.

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U.S. crypto adoption will likely take the reverse fintech route. Fintechs here typically start with payments, then follow on with services like lending. Crypto products can't take the same route because fintechs have already solved most problems along the way. Our best chance

U.S. crypto adoption will likely take the reverse fintech route.

Fintechs here typically start with payments, then follow on with services like lending.

Crypto products can't take the same route because fintechs have already solved most problems along the way.

Our best chance
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SPACs were the og ICOs. Both coming back in big ways right now - yesterday: Chamath Palihapitiya floating All In Fund of Funds - today: Cobie launching Sonar The wild west is back

SPACs were the og ICOs. Both coming back in big ways right now
- yesterday: <a href="/chamath/">Chamath Palihapitiya</a> floating All In Fund of Funds
- today: <a href="/cobie/">Cobie</a> launching Sonar

The wild west is back
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Driving fees to 0 on a general purpose chain is overrated I've never met a regular uniswap / pendle / morpho user who complained about a $0.01 base fee

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A blockchain is a bank with an app store. Building an app on this bank is the fastest way for anyone to create a financial service. If I want to create a financial service in the old world, I need to figure out a ton of things: - How do I accept money? - How do I store it? -