Consumer Crypto

Will the next breakout crypto app (10M+ users) be built by crypto natives, web2 builders, or former tradfi-ers?

Will revert when I have a moment to write an essay

Working on building zkTLS infra/products. A ruthless empiricist and meme connoisseur.

/opacity
/eulerlagrange

Crypto has PMF in three things:

1. Stables
2. Speculation
3. Early investor/founder liquidity 

Uber is perfect example of a web2 market that’s better for everyone if it was disinter-mediated. It’s been tried many times, but never worked. You can guess my arguments for why.

It’s due to a lack of verifiability, which limits the reputation/attestations that are available.

My theory is if we can flip a switch and make the world more verifiable, we’d see a wave of new crypto companies replicating (and hopefully improving) web2 companies.

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The first wave is gonna have to be crypto friendly to native builders. Once everyone sees there’s money to be made, then more web2 will show up.

Excuse the shilling my own bags 🫡