from here, you can be bullish on products enabling speculation on: - net new assets - existing assets that are hard to trade - things that havent historically been assets at all 99% of crypto pmf
· 3.9K Views
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from here, you can be bullish on products enabling speculation on: - net new assets - existing assets that are hard to trade - things that havent historically been assets at all 99% of crypto pmf
· 3.9K Views
@0xNairolf Clean framing. Most lasting crypto PMF still comes from making new things (or previously illiquid things) easy to speculate on. Everything else is secondary.
@0xNairolf i'm going to interpret that as "pre-IPO" assets
@0xNairolf so the real edge isnt chasing the next L2 its finding the rails that let people bet on anything
@0xNairolf Interesting take, the speculation layer is where the real action is.
@0xNairolf speculation isn't the bug, it's the actual product people show up for. the winners are just the ones who make it feel safe to do
@0xNairolf Net new assets are where the edge starts. RiskRoll mints 10,000 equal battle chips tomorrow.
@0xNairolf What if the asset is obvious but previously unable to tokenize, like khmm, the team? Subsidiary governance on-chain with agents doing things
@0xNairolf $STABLE @trystable is the only project that I found that can actually capture meaningful PMF outside our crypto bubble Bringing mortgages onchain x.com/alphaseeker21/status/208…
@0xNairolf Make more things tradeable, and you create entirely new markets.