1/ New post: 

Apps are the users

https://substack.com/home/post/p-155160082

Devil’s advocate in crypto. Previously @rainbow. Global head of Macro at West Ham Capital

3/ This does not mean that the underlying chain does not matter, but what it does mean is that it will be applications which mostly determine what does or doesn't matter about underlying chains, rather than general "chains" driving adoption through horizontal ecosystem growth

2/ Apps will drive the next wave of crypto adoption. Self-conscious communities of general blockchain users are likely going to be relegated to a niche as crypto begins to find true killer apps and PMF