If your dapp/L1/L2 is more "capital efficient". Your TVL, liquidity numbers look worse than less efficient competitors. Which leads to users ignoring you, since you look like you don't have traction. Ultimate crypto conundrum.

Get ready for "Futures Frenzy". When FTX collapsed, so many on-chain Perp projects got funded by VCs, those Perps are all coming online now. Get ready for airdrops galore. Also sad for other defi projects, no money for you, it was all spent on dydx clones.

Memecoins are like pets now, every project/chain wants a companion.

"Points" is the end state of current tokenomics. All the incentives, no selling pressure, no decentralisation, complete trust in "team". Liquidity is still king, all bow to liquidity.

The law of 10k; 98% of interesting stuff on crypto twitter comes from people with a following of below 10k. Once someone gets above 10k followers, they run out of interesting stuff to say 98% of the time.

XRP winning vs SEC will see a lot more projects raising from secondary token sales rather than private rounds. This looks to be playing out this cycle.

Prediction markets are just markets nobody wants to trade. Otherwise they would just be called markets.

Bitcoin vs Ethereum is;

After 2 years building, I don’t buy “problem first” in crypto. Crypto winners were/are/will be solution first primitives. I’m posting a screenshot of the top 15 tokens by market cap. Honest question: how many of these began with a tidy problem → solution slide? What I keep

This RT will age well, when we announce what we are building.

Hot take: you can tell who prints money in crypto by the square footage of their side events during conferences. My “Side-Event Spend Pyramid” after years of founder-mode: 1. Exchanges — celebrity cameos, VIP rooms, museum/stadium buyouts 2. Market makers — five-star hotels,

We're coming out of stealth. Exchequer is here to unfuck crypto's market structure, because right now, builders and investors get milked while rent seekers get rich. If you’ve gotten rekt as a founder or investor in crypto, you’re not alone. Go to any crypto conference and

Exchequer Worldcoin published their MM deal in 2023 and got absolutely destroyed for it. That deal wasn't even bad. Probably the best MM deal in crypto. Best one. And they got roasted for showing it. 100M $WLD loaned to 5 MMs. Two thirds of supply. Call option at $2-3 so MMs could

Red days are routine for crypto folks. –20% is just Tuesday. But after years trying to onboard friends, I’ve yet to meet a “normie” who’ll hold that. Adoption isn’t a prettier app, it’s risk people can live with. What would make your mum actually hold a token?

Vitalik throwing shade at Solana...