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$ALEX Masmej
@alexmasmej.eth
Trading-first vs social-first crypto apps Trading: pump dot fun, fantasy top Social: FC, @drakula IMO: social wins long-term because it combines trading with a stronger product foundation, and social = more time spent in-app = higher LTV! Everybody is building infra, so the alpha is in building the best social apps.
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BFG 🎩↑🌱
@bfg
I think it is interesting thought experiment for all builders of social-first: - how many users would still use the app without trading part? My hunch would be many would still do for FC, less so for Drakula. But no numbers to back this feeling apart from being involved in both
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