wish i could open a spread trade between consumer and infra companies in crypto over the next few years

long consumer, short infra

would print

i solemnly swear that i'm up to no good ·  salvinoarmati.twitter


Vibing on chain. Investor @ Bain Capital Crypto. Ex-OpenSea, yc alum

Imran totally right, I think best products here (for this state in technology maturity) will want to own full stack experience

Totally agreed. I look at infra as first or second derivative plays. At some point someone needs to draw external value into the ecosystem. Seeing it now with stables (and more native defi before). Consumer is very very important, and is going to happen on mobile first.

infra today is catching the knife of a falling gartner hype cycle

+1.

"the next generation of infrastructure and protocols will actually emerge from successful applications of decentralized technology"

From Icebreaker's investor Q&A, 2023

And yet, ppl casting abt zktls… nobody asked for it; consumers don’t care now, never will

Too much infra already
If there are no users why would we need all of this infrastructure?

just make sure to pay the people that invent the world in which your product exists