Minhdonz on Warpcast

mert pfp

I have many bullish theses for Solana but the one thing you absolutely can not afford to do is underestimate alt L1s and L2s that's how you die a slow death do not assume superiority, ever — these people are working super hard update your priors every single day most of the anti-L2 arguments I see floating around are some recycled thoughts from 2022 that have since been addressed again, you must relentlessly learn or you will die information and shipping fast are your only edge

4 replies

0 recast

31 reactions

Dan Romero pfp

Besides DEX, what's the the most interesting application happening in Solana right now? Would love to update my own priors.

1 reply

0 recast

0 reaction

mert pfp

a lot of very cool DePIN stuff (decentralized mapping, gps systems, wireless, gpu clusters, LLM inference tokens, energy grids) very solid payments (and micropayments) talent with probably the best UX ive seen (tiplink, code, solana pay), smart wallets, email sends without wallets etc things like Drip that turn content into tokens via compressed NFTs but the biggest strength remains the low-latency quant types building infra still, which lines up with Toly's vision of The Financial Computer quite weak on socialfi atm

3 replies

0 recast

2 reactions

Dan Romero pfp

> very solid payments (and micropayments) talent with probably the best UX ive seen (tiplink, code, solana pay), smart wallets, email sends without wallets etc Are any of these payments startups tackling discrete problems (beyond making it easy to onboard to Solana)?

1 reply

0 recast

0 reaction

mert pfp

code is trying to do micropayments for creators/publishing tiplink is trying to make it easy to send money without really looking at crypto sphere is doing on/off ramps and e-commerce checkout

1 reply

0 recast

1 reaction

Minhdonz pfp

Which tiplink is this?

0 reply

0 recast

0 reaction