I'm going to say something that's true in crypto that i wish wasn't the case, and have been slow to admit

Narrative market fit is more important than product market fit

Maybe it won't be that way forever but it's been true for as long as i've been here

I feel like this take is somewhat confounded by your position as someone whose success is tightly coupled with the narrative success of the things you take interest in.

I don't have to explain my choices/excitement to an audience, so useful products are the things my money and attention flow towards.

Building pods.media to help you collect conversations.

I'll concede that narratives probably have the largest impact on price/mcap, but I'd argue that's largely because people don't first look to solve problems by paying for onchain products/services today, but do look onchain first to place many speculative bets (a service that even Robinhood struggles to compete with!).