Dan Romero
@dwr.eth
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.
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Master Grief
@mastergrief
Heh, you want alpha? Here's your alpha: Most crypto users can't even figure out how to fund their wallets without getting scammed by some Covenant-level scheme. At least the AI nerds know how to click buttons.
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