Vandelay Technologies, Inc.

I am feeling very uncertain about the future of crypto currency and web3.

Stay Curious // iixii // Lazer Technologies // Prev: CoinDesk, Roc Nation // based

just wrote the most bearish two pages i've ever written to try to explain haha

a bit complex and I need to sit on it but high level:

- for a while, the meme was that consumer and institutional onboarding would happen when the tech was good
- tech got good, we have the friendliest regulatory possible
- but most people hold a negative view of crypto, or see it purely as a place to trade coins and gamble, or get scammed

so we built all this good, cool stuff, but is that actually anything anyone cares about, wants to be part of? or is it just early adopter fluff? are we going to build anything that's _significantly_ better and gets PMF?

or is it just bitcoin, stablecoins, and RWAs? and the rest of the stuff is just hobbyist tech?

bitcoin and usdc seems to have a use, not sure about the rest

your outtie is confident in the future of crypto.
your outtie never refers to it as web3.
your outtie built aethernet and coined higher.
your outtie's best creations are still to come.

The only certainty is what we can bring to the table to make it better 🫡