Jesse Walden

@jesse

241 Following

49444 Followers

Jesse Walden pfp

nobody here needed to hear this https://x.com/jessewldn/status/1816480670148915412

6 replies

4 recasts

62 reactions

Jesse Walden pfp

0 reply

1 recast

20 reactions

Jesse Walden pfp

1 reply

0 recast

9 reactions

Jesse Walden pfp

Get you a lawyer that can read/write smart contracts AND dumb contracts. (note: @dbarabander is not YOUR lawyer)

1 reply

2 recasts

24 reactions

Jesse Walden pfp

Crypto is perennially a new, optimistic, deep nerdsnipe to a new generation of technologists. The sentiment on crypto twitter is driven by jaded or impatient folks who are upset that the market hasn't agreed with their timeline. Zoom out and the progress is clear. Lots to be optimistic about.

5 replies

4 recasts

60 reactions

Jesse Walden pfp

hello old friend https://open.spotify.com/track/3K5K5vvxQ7wEuprI06ITnd

1 reply

1 recast

21 reactions

Jesse Walden pfp

remember that sentiment is often more volatile than price. "the supercycle?" that was high volatility sentiment in the opposite direction. if its getting to you, tune it out. focus on your high conviction beliefs while processing new info (from shipping, not the feed.) https://x.com/hosseeb/status/1810496472728895669?s=46&t=wQXqvpirzg313128L3-p1A

4 replies

3 recasts

22 reactions

Jesse Walden pfp

the maturity phase of any creative endeavor often turns out to be entirely different than the creative scene who birthed it could’ve possibly imagined a contemporary example is the vision of early bitcoiners vs the maturation of stablecoins and Blackrock ETFs

3 replies

3 recasts

50 reactions

Jesse Walden pfp

Reminiscent of files and file sharing, there are tokens of different fidelities: USDT.trx USDC.base <token>.<chain> is a perfect syntax for the multichain world

3 replies

1 recast

28 reactions

Jesse Walden pfp

industrialized farming started during DeFi summer 2020. real skin-in-the-game is very hard to parse onchain, but innovating here can make the difference. airdrops are not a category error, they just need to be novel, creative, targeted in ways that are bespoke to the project, making them harder to game. https://x.com/jessewldn/status/1275103562532564992

4 replies

0 recast

29 reactions

Jesse Walden pfp

crypto infra things i'm excited about for '24-25 (quick list, not exhaustive) - institutions start staking - chain/wallet abstraction works well enough that users get finally get a superior ux (this is the benefit of all the work on scaling/interop/intents etc) - modularity matures, second-generation frameworks package integrated-modules that solve fragmentation, maintain customizability - zk has a breakthrough app at the intersection of privacy/offchain-data/onchain action - security vulns become far less common (e.g. in defi/interfaces) - decentralized compute starts to compete on cost AND performance - mev market structure matures, optimistically this benefits users.

0 reply

2 recasts

22 reactions

Jesse Walden pfp

some crypto product things i'm excited about for 24-25 (quick list, not exhaustive) - mobile become the default - stablecoin rails get good enough for global fintech adoption, accelerates institutional/regulatory validation - surprising formats for prediction markets emerge - nfts have another surprising evolution - interplay btwn creator tools/token launchers gets more interesting/safer - farcaster channels become wallets/daos, do weird/big things - telegram leans into mini-apps/wallet/payments - frames/blinks find a large-scale social mini-app; validates the 'headless' gtm as a way to bootstrap marketplace liquidity. - data DAOs/tokenized marketplaces onboard new users to earning tokens - for crypto natives, real skin-in-the-game returns to token distributions, resulting in more loyal/engaged users/owners

2 replies

2 recasts

20 reactions

Jesse Walden pfp

“Instead of starting with an application, protocol, or chain, we started with a token and a scene”

0 reply

1 recast

12 reactions

Jesse Walden pfp

owning things on the internet is (still) an unbelievably huge idea/opportunity. things public blockchains make it possible to own: identity, money, data, infrastructure, products, art/media, experiences, attention.

5 replies

4 recasts

42 reactions

Jesse Walden pfp

1 reply

0 recast

13 reactions

Jesse Walden pfp

Markets drive standards. Distribution drives markets. In crypto, very few teams have enough distribution to drive market-wide standards, so distribution from core devs can be an advantage in creating a schelling point for standardization. This plays to the advantage of core teams with less decentralization debt. Some recent, promising examples: - Base + Smart Wallet - Solana Foundation + Blinks / SPL Tokens - Warpcast + Frames - Uniswap Labs + ERC7683

4 replies

5 recasts

31 reactions

Jesse Walden pfp

Blinks are awesome as a means to engage the existing *desktop wallet* install base, who also use *desktop crypto twitter* - Ethereum wallets should/will do something similar? Frames have mobile-first distribution via Warpcast. That distribution is smaller today, but mobile is where the users are. 88% of Twitter users are mobile. Steelman for blinks (and frames too): If there’s enough observed tx volume, maybe TG or other wallet-aware mobile products with large distribution add support for the spec

2 replies

1 recast

35 reactions

Jesse Walden pfp

Went for a walk with @literature yesterday and he said something that resonated: "crypto has had mobile wallets, but it hasn’t had mobile products.” Such a simple insight, but a powerful one. Consumers tech is mobile, yet very few crypto products have made been mobile-first, as a first class experience. That is in part because of how difficult it is to work within the walled gardens of the App Store. But thanks to ingenuity of builders, that is changing. Warpcast, Blackbird and (soon) Zora, Kiosk and others are building mobile-first products onchain. Note: I’m defining mobile-first as an app store product vs. PWA because the app store is where the users are, is full featured, and PWA is for power users and lacks some features. 1/

4 replies

4 recasts

42 reactions

Jesse Walden pfp

permissionless innovation in the early internet was enabled by open protocols AND protected by a strong regulatory foundation: the first amendment. the fundamental unit of the internet is packets, containers for arbitrary information-and transmitting information is generally protected as free speech. the fundamental unit of crypto is tokens, containers for arbitrary value-and transmitting value is generally among the most highly regulated activities in world. so while permissionless innovation in crypto is similarly enabled by open protocols, it’s lack of a regulatory protection or clarity has been limiting.

8 replies

9 recasts

86 reactions

Jesse Walden pfp

Claiming my /scoop profile with address: 0x7F9133a78C1F43A87Cdc84e8d63498084526c62b let the scoop wars begin 🍦

6 replies

1 recast

31 reactions