to kick off the wave of adoption for the first class of consumer crypto companies, founders will measure their success more like SaaS & Commerce businesses than Social, Media or Gaming businesses. 

we are still in the phase of defining customers & audience in crypto. we have core users, mercenaries, bots... all of which are still in their value discovery phase. where clicks, users and views worked to show web2 growth, in web3 -- similar to high TVL growth in DeFi -- those metrics are often fragile and misleading.

for consumer crypto to shine, it's less focus on output metrics and more focus on its unique consumer behaviors-- this will shepherd foundations where incentives drive new and efficient ways to transfer value.

then we're off to the next step.