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N 0xNairolf
nairolf
@0xNairolf

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

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15 replies collected of 16 X reports
Jimmy Ashcot @ashcotXBT · 16K

@0xNairolf bold of you to claim 99% and then keep the 1% a mystery

Dracule Mihawk @Mihawk_Research ·

@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.

FrogLeader @frogleader_eth ·

@0xNairolf What about products enabling new speculators

eric (GG MODE) @Ugbuericsam ·

@0xNairolf gg coded

1
Occo @occoxbt · 39K

@0xNairolf spot on fr

PreStocks Intern @PreStocksIntern · 16K

@0xNairolf i'm going to interpret that as "pre-IPO" assets

1
milly.hl @milly_rock7 ·

@0xNairolf so the real edge isnt chasing the next L2 its finding the rails that let people bet on anything

flyawei @flyiiawei · 40K

@0xNairolf Interesting take, the speculation layer is where the real action is.

Kovan @0x_Kovan ·

@0xNairolf basically turning everything with demand into a tradable market

dreamDEX @dreamDEXSomnia ·

@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

2
Base @0xBaseee · 20K

@0xNairolf Heavily Variational coded.

2
RISKROLL @RiskRollGame ·

@0xNairolf Net new assets are where the edge starts. RiskRoll mints 10,000 equal battle chips tomorrow.

DAC Cloud @dac_cloud ·

@0xNairolf What if the asset is obvious but previously unable to tokenize, like khmm, the team? Subsidiary governance on-chain with agents doing things

1
Alpha Seeker @AlphaSeeker21 · 59K

@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…

4
Validatus.com @stakeingermany ·

@0xNairolf Make more things tradeable, and you create entirely new markets.