teddit

CB wallet x FC unlocks crypto's next major TAM shift — from traders to social users

social apps have 100s of millions of MAUs. finance apps only have 10s of millions. why? bc daily engagement > transactions

this gives way for apps (frames) w/  better monetization than web2 + more durable users than most of crypto

this is profound point

if you're building a financialized/speculative social app, the path isn't to socialize the traders (i.e. i'm gonna go to solana)
it's to financialize the social users

🫡🫡🫡 

traders =/= content consumers, social users, etc

unfort many builders get this wrong

/ted | exploring the onchain frontier | surfing @ venice, ca | eating @ gjusta / gjelina

eh, tiktok is a financialized social app. flip is a financialized social app. "liquidity" is just users with money willing to spend it on content / goods they deem valuable. no need to overthink it.

to be fair i think financialized social apps need traders to bring liquidity and make the market efficient

but they'll come to whatever app/chain if there's arbitrage to be made
chasing them as the primary users is so mid