Product

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

Where does the next 10x come from?

I've come to increasingly believe that there are only two kinds of scale businesses that can hit escape velocity in crypto: 

1. Trading supply chain tooling: exchanges, launchpads  
2. Making a boring existing workflow faster: stablecoins

literally everything else is TAM-constrained

My hypothesis is the next “breakout” crypto app for users will obscure crypto into the background and not be the product itself