nairolf

why cant crypto projects keep user data safe god damn x.com/0xNairolf/status/2092887…

battle for onchain trading volume is basically down to 4 chains now 1st: solana 2nd: ethereum 3rd: robinhood 4th: base wouldnt bet on this ranking looking the same by eoy x.com/0xNairolf/status/2092884…

time really is a flat circle two weeks into the bull market and we already have an ohm fork and friendtech cta gamefi revival next?

underrated strat: track everything new smartest followers are looking at x.com/0xNairolf/status/2092853…

this is the whole thesis attention and capital will inevitably only concentrate around good coins bad will just end up into irrelevancy and no amount of marketing spend will save them

we go down 2% and people start calling for 50k go to hell

i really cant get excited about PFP NFTs anymore

im a simple man i see a cool new experiment with tokenized stocks, i buy thats really that easy

if you want to launch a new coin now you have no choice but talk about revenue generation + how that value flows back to holders -> reason why there havent been many new TGEs lol -> reason why $$$ will increasingly flow toward the few assets that actually have it feels gud

the other path for L2s is to just build apps themselves launch app → hopefully it hits → brings attention + users to the chain → other builders follow → ecosystem grows doesnt hit? repeat until one does few teams already doing that and i think those will be the winners

the leaderboard is pure trading reputation and you can build a ton of cool things on top: - competitions → trading becomes an esport - an improved time fun → pay to talk to traders who are proven to be good rather than just said to be good - fantasy leagues where you draft traders - prediction markets on traders - social discovery basically turn traders into athletes

hyperflywheel

fomo most valuable asset is their leaderboard

twitter can do the funniest thing ever and become the crypto everything app we've been waiting for they already own the social graph + distribution, now add a fully abstracted wallet and integrate apps + trading + DeFi protocols, thats it kinda obvious when you think about it

DeFi on tokenized stocks is *the* vertical that will create the most value this cycle imo there will be experiments that 1000x and established protocols making a ton of revenue from them trillions of new collateral becoming programmable + composable and we barely at 0.15b tvl

wait working product + real revenue + value accrual to holders = token goes up?? revolutionary stuff we are maturing

the social trading app that wins needs: - fully chain abstracted experience: one balance, no visible gas, every chain supported - instant + cheap onramping - most importantly: distribution way beyond CT place your bets

pretty impressive how robinhood has built such an active onchain community in such a short amount of time besides memecoins, you basically see new uni v4 and tokenized stock experiments *every single day* much much harder than it seems

tokenized stocks marketcap: $2b (up 6x ytd) tokenized stocks active in DeFi: $0.15b (up 22x ytd) still rookie numbers btw

imagine this: futarchy governance + creator coins instead of giving the creator supply from day 1 and hoping he doesnt dump it, his allocation is unlocked through proposals creator proposes an action → market predicts whether it will increase the coin value → if yes, tokens unlock if not, nope make creators earn their supply by creating value for holders

this is how crypto wins long term btw web2 = extracting value from users without ever sharing the upside crypto = use the app, help it grow, participate in the upside that is a much stronger consumer value prop than we give it credit for x.com/0xNairolf/status/2092171…

some uni v4 ideas i want to see explored: - gamified swaps - loyalty programs built directly into swaps - dynamic fees - conditional orders - onchain trading reputation but there are much much more

if you aren't into memecoins, all you need to do is find the net new onchain experiments and stick to them same volatility, same asymmetric upside but youre actually betting on something you can try before fwa and interfold have been the best recent examples

if you havent caught up on uniswap v4 yet, it is now or never every exciting new DeFi experiment involves hooks and i dont see that slowing down anytime soon we have explored 1% of the design space x.com/0xNairolf/status/2092127…

all eyes are now on hyperliquid for the anthropic ipo another (massive) win