Tokenizing every post sounds powerful - and Zora nails the UZ - but distribution still rules. Without an audience, there’s no demand. Crypto keeps building markets before proving anyone needs what’s being sold

If we want better apps, we need better incentives. Investors and founders shouldn’t be getting exits through liquid tokens if there’s been no meaningful, sustainable traction. Success should be DAUs & meaningful adoption, not launching your token at the right time.

Recently laid off—would appreciate any recasts! In crypto since 2013, professionally for 7+ yrs. Founding member at The Block (6 yrs), where I was Research Director & built a funding data product used by top institutions. Open to all roles, but best fit for research, ventures, corp dev, or ecosystem. Let’s connect!

Whether you’ve become nihilistic over the crypto space or remain optimistic. The next 2-4 years are crucial. We either see breakthrough apps or there will be a massive reset. Blockspace is abundant —whether on Base, Solana, etc. The infra is in place and the excuses are running out

helping build farcaster | surfing @ venice, ca | eating @ gjusta / gjelina | “lucky me, lucky mud”

Spoke to @ted today briefly about bringing more research content over to Farcaster. Perhaps a full @base ecosystem deep dive? 🤔

Research Director @ The Block. Your source for anything related to Blockchain VC/M&A activity. Formerly @ Messari

Twan

@twan