Product

Challenge: Polymarket, the most robust PMF ethereum app, is stuck at $100m OI and ~20k DAU.

Where does the next 10x come from?

I've come to increasingly believe that there are only two kinds of scale businesses that can hit escape velocity in crypto: 

1. Trading supply chain tooling: exchanges, launchpads  
2. Making a boring existing workflow faster: stablecoins

literally everything else is TAM-constrained

tether, usdc, (now) bridge. granted, much of tether and usdc is also trading supply chain, but the usecase is starting to separate