venturecapital

https://x.com/lessin/status/1914450043425427506?s=46&t=LUwp6CEG8bj71wefilcCmQ

Crypto competitive intensity is dramatically lower than AI. 

But crypto total addressable market today is dramatically lower (in terms of # of consumers). This is because there are too few people with funded wallets actively transacting onchain every day.

The chasm to cross is grow number of users with funded wallets transacting onchain using crypto apps.

Huge contrarian, alpha available to investors who back the teams that crack the user problem.

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

i have been more than 2 years writing and re writing these over and over again lmao

but always coming back to the core practice that has the potential to change lives -and has done-

writing 8 minutes every day

coming back to it with renewed energy rn

Digital Media Producer. I like particles and waves too. I like art.