Product

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

Where does the next 10x come from?

Daimo Pay. Build once, distribute everywhere

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

Does pump have PMF in your opinion? Does Coinbase?

Pump.fun absolutely not. It roundtripped to zero. Very on-brand.

Coinbase, sure. Startup, found PMF a decade ago, now a mature public company. Look at their latest earnings.

Coinbase, certainly yes.

Pump, probably.