Andrey

@sche

203 Following

259 Followers

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Please support our small team with a small grant 🎃

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gm! Who is coming to Devcon?

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The problem with current tokenized projects is that "tokenized" almost always implies inflated expectations of token price growth. In most cases, a tokenized project’s true value proposition is disconnected from its actual value and instead relies heavily on branding and marketing. I am looking forward to a time when "tokenized" becomes the norm, where the market price of tokens fluctuates insignificantly for over 99% of such projects. For example, buying bread at your local bakery could make you a token holder of that bakery, and it would be normal not to expect a 10x return from holding that token.

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/3 Currently, the industry focuses on web-first because it’s cheaper and easier to validate theories, especially for use cases that show "what Web3 can do that Web2 can’t." Here, convenience and UX aren’t top priorities. The current target groups are niche: cypherpunks (who see Web2 as unfair), those underserved by Web2 (like the unbanked or those in underdeveloped areas), or speculators (who find Web2 more regulated or less profitable). Thus, the rationale for building web-first is the lower cost and faster validation. Mobile wallets emerged only after browser wallets gained traction, and mobile swaps followed after web-based swaps achieved product-market fit. Building on mobile (a slower, costlier stack) only makes sense when web validation isn’t feasible, mobile competition is low, or when it’s cheaper/more efficient for your team to validate hypotheses on mobile (e.g., if your CTO is a mobile engineer).

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2/ If we see Web2 as a stack that MUST be replaced by Web3, new dApps MUST offer something Web2 couldn't (e.g., decentralized ownership alongside basic app benefits). So, users MUST first buy into this value. Alternatively, Web3 dApps should solve problems Web2 can’t (e.g., permissionless, cost-effective transfers). With that in mind, mobile-first in Web3 is more about: 1. Value Proposition: Does a dApp offer enough value over a similar Web2 app where current inconveniences (like needing a wallet instead of an email or requiring funds to transact) outweigh the UX/costs of Web2 apps? 2. Understanding Web2 vs. Web3: How much should users understand the difference? How far can we abstract away complexity without losing the cypherpunk ethos? 3. Web3 Identity Adoption: Mobile adoption in Web2 happened after users gained Web2 identities (emails, Facebook). What compels users to adopt a Web3 identity? Do they even need a fully self-sovereign identity?

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1/ At Goverland, we are building mobile-first, and it is indeed a tough path. One of the core challenges is creating a mobile-friendly crypto identity. Falling back to email as a crypto identity is, in my opinion, a false path to adoption. This creates a natural barrier for mobile dApps, where users need to connect an external wallet (or, even more challenging, create a crypto identity from within the mobile dApp itself). This is similar to the situation with emails: it doesn’t matter to Web2 apps if users created an email account because they needed to send messages first or because they needed to use a Web2 app first. Web3 users face the same challenge — they need to create a Web3 identity (wallet) because they need it to use a dApp, or they start using a dApp because they are already in the Web3 ecosystem and have a Web3 identity.

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The problem with consumer crypto positioning themselves as an improvement to existing solutions in web2 is that current narratives (value proposition) don’t cling to most existing web2 users to make a switch to a worse or comparable UX. Consumer crypto products that will bring millions of new users to crypto will be wholly new products that were not invented yet in the web2 world, most likely because it was not technically feasible. What could we build, which is impossible in the web2 world, but millions of users would love using it?

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Do you know if OP governance team members will also be in Brussels?

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What is the secret word for applying to the GovSwap event in Brussels?

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Sounds reasonable. Do you know some DAOs that are already proposal-centric?

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🍀🍀🍀 We can’t control the crypto market, but we can shape the governance of DAOs. Use your voting power! Vote or delegate to those who share your vision. Support us as your delegates for ZK Sync (https://www.tally.xyz/gov/zksync/delegate/0xb5dba35092ad57c02219b2e0abf60d67c7d2f71e), and let’s build the future together! #DAO #Crypto #Governance #ZKSync

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I danced Salsa a lot when I was student. Need to return to the roots 🕺

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Who is going to EthCC?

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Не раз, утомлены дарогай, Жыццём вясны мае убогай, К табе я ў думках залятаю І там душою спачываю

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Blockchain Week is over, filled with exciting discussions about governance and DAOs. This space is so hot, it's hard to keep up with all the news! FIT21 Bill, ETH ETF approvals, celebrities launching meme-coins. Are we sooo back? Check below⬇

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You are what you govern

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I tried to use @coinbase to bridge USDC to @base but got blocked. I needed to verify my account again, and now I have to wait for two days for manual verification. Seriously? 🤒

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How to get an invite?

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Great news! 🚀 Goverland is now available on the AppStore! A big shoutout to our incredible team for their dedication to making this a reality. This marks a significant milestone for @goverland, and I can't wait for the next chapter!

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