Consumer Crypto

think we'll see continued investment towards applications that expand beyond the crypto echo chamber. apps targeting crypto consumers need to be great at capturing revenue velocity. apps targeting those outside will balance web2 familiarity with web3 primitives-- & build a business on durability.

How much growth can be captured inside a vacuum? While things come in cycles, I want to believe smart investors know what doesn’t work in this space in terms of ROI, and pivot their funding to those who are aware of this as well.

Apps targeting non-crypto markets is exactly what's missing. Crypto companies typically don't even want to branch outside of CT etc