brypto

Ethereum

ethereum should distance itself from speculative use cases by selectively highlighting the apps aligned with its core values.

we need to shift the narrative from speculation to real world impact.

If you believe in the Perez framework (https://avc.com/2015/02/the-carlota-perez-framework/), then trying to recreate Pump on Ethereum not only has cultural headwinds, but market headwinds as well

The next era of crypto is about production capital, not financial capital. Capitulating to speculation now is a laggard move

I agree strongly, I've even spoke to great lengths about this phenomenon (albeit had no idea this framework existed or was explicitly outlined the way it is or that this article suggested it was an inevitability for crypto), but the one thing I ask as an open question: what parallel in history had a case where a titan existed during the left side of the curve also existed and was a titan during the right?

That’s a great question — won’t claim to have the best examples, but Amazon is a notable one

Worth recognizing that the titans on the right side end up being much much bigger (because of longevity and the TAM of real use cases being orders of magnitude larger)

BDFL of Quilibrium, Eng @ Farcaster, ex-Coinbase, always opinionated, never hydrated

/quilibrium

I’d argue that “titan” is relative — you can’t compare titans from the left to the ones from the right, only with other temporally local players

Growth is faster during the installation phase, but so is the lifespan (limiting the wonder of compounding)

Amazon's an interesting one, because many companies would kill for the market cap they had during the bubble era, but I'd argue they were nowhere near a titan back then given the ambition they had