
JR ↑
@juli
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Who are some of the strongest founders in crypto?
- Brian Armstrong/Coinbase managed to build products at the right point in time (BTC Exchange, Crypto Exchange, Custody, Invests, now onchain) and turn Coinbase into the nb1 American crypto company.
- CZ/Binance has killed the CEX game.
- Vitalik/Ethereum's positive sum thinking, vision to enable 3rd party stakeholders was key for an l1, crypto economy to get off the ground and grow the nb 1 crypto ecosystem for a decade.
- Uniswap/Aave have been the top DeFi projects for a while with a heavy focus on building efficient protocols but I'm kinda missing the focused execution, focus on token value, growth.
While there's a lot of (tech) talent in crypto, I have my doubts about the strength of founders (maybe bc some are too technical, others have been too business-centric & not fit into crypto so far). At the same time, I'm sure there's great founders that built and sold companies, or keep shipping and iterating that I don't know yet. who's impressing you? 2 replies
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Just wrote 2 threads on $eth, the relationship among l1, l2s and user-Investors.
Most discussions seem to high-level discuss „something is wrong“ with the relationship because $eth Performance is Bad.
Ofc every Model needs some finetuning but current discussions are very overblown as price is mostly determined in this traders market by Investor interest, not fundamentals, and in the case of $eth by prev Investor positioning, their appetite for the next eth killer, and ultimately trader sentiment reflecting ongoing negative discussions.
The fundamentals seem pretty smart, leaning into hardcoded, well-researched pricing Models, as well as Social peer pressure among the l1 and l2s in a coopetitive environment.
Only small tweaks are needed and can mostly be directly forced by holders, user-investor behavior, and soon probably also by validators dynamically deciding on blop pricing.
Writing a blog today!
https://x.com/jrmr92/status/1900822586981855301
https://x.com/jrmr92/status/1900855042799739091 1 reply
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