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$ALEX Masmej
@alexmasmej.eth
Trading-first vs social-first crypto apps Trading: pump dot fun, fantasy top Social: FC, @drakula IMO: social wins long-term because it combines trading with a stronger product foundation, and social = more time spent in-app = higher LTV! Everybody is building infra, so the alpha is in building the best social apps.
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lotuslotus.bit
@lotuslotus
Not a single product is able to compete with pump.fun for the next 12 months. However, the end of this cycle peak is probably also the end of pumpfun. FC def would have longer life span, but i'm not sure if there going to be enodughnormies keep paying $5 for this app
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