Trendaavat aiheet
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
EV3 Sal
investing in networks @EV3Ventures. nothing i post is investment advice 🇻🇪🇺🇸🇵🇷
the ol’ peter lynch strategy
8.8. klo 03.44
Talking to Dad about stocks
He bought a shit ton of NVIDIA because he saw their sticker on every laptop in the store when he was replacing his a decade ago and thought it meant they sold a lot of laptops
Boomers, man. Undefeated.
859
🎯
7.8. klo 05.29
Marc Andreessen (@pmarca) on why internet ads aren’t going anywhere:
“If you really want to get to a billion and then five billion people, you can’t do that with a paid offering… you need an indirect business model. Ads are the obvious one.”
“If you take a principle stand against ads, you’re also taking a stand against broad access; global per-capita GDP just isn’t high enough.”
“A well-targeted ad at a specifically relevant point in time is actually content; it enhances the experience.”
787
solana consumer app founders should play close attention
bootstrap your app with reputation from web2 platforms using economic security from @jito_sol
powered by @OpacityNetwork
note: ev3 seeded opacity
7.8. klo 01.15
1/ New episode – Building User-Centric Products on @solana with @jito_sol
Hosts: @Euler__Lagrange @dawufi
Produced by: @Proof_Coverage
We hosted @magicdhz + @DrNickA to discuss:
- Why @OpacityNetwork x Jito are teaming up
- How Jito serves as the economic layer for Solana
- How to do crypto governance the right way
Timestamps:
00:00 - Introduction
02:04 - Hayden's Background in Crypto and Trading
05:06 - Dr. Nick's Journey from Physics to Crypto
08:09 - Decentralized Governance in Academia
11:03 - Understanding JITO: Just-In-Time Ordering
13:23 - Impact of JITO on the Solana Ecosystem
16:15 - User Experience Without JITO
19:49 - JITO's Role in Economic Layer of Solana
22:01 - Building on JITO: Opportunities for Developers
24:17 - The Importance of User Control in Opacity
27:04 - Privacy and Data Security Concerns
30:52 - The Need for Privacy Technology
33:00 - Selective Information Disclosure in Governance
34:40 - The Public Governance Trap in DAOs
40:19 - Governance Optimization vs. Minimization
42:49 - Challenges of Token-Based Governance
45:03 - Pragmatism in Governance Systems
46:16 - Decentralization vs. Leadership in Crypto
48:14 - Cultural Dynamics in the Solana Ecosystem
Watch on all platforms below ⬇️
3,85K
There are multiple $10B+ startup opportunities here if you think hard enough
2.8. klo 08.45
curation is the first step, it's time for the next one. For all outcome based advertising in DSPs, why not make it an affiliate system? Allow anyone to log into the DSP, look at available campaign objectives (CPA, CPC/CTR) and then get paid X amount per objective achieved. Walled Gardens should do this too. sure, there are details to think through, but this would remove like 10,000 steps and middle men. Who needs AI when you have OI (organic intelligence)?
1,49K
EV3 Sal kirjasi uudelleen
An irreverent cohort of new DePIN entrepreneurs are ruffling feathers with a bold strategy: build revenue-generating businesses before launching tokens.
While many will take to the streets to protest this vile repudiation of the status quo, just stick with me.
Whereas DePIN 1.0 was defined primarily by token emissions, DePIN 2.0 will be defined by a return to real business fundamentals: product-market fit, unit economics, CAC, revenue, cash flows.
That “DePIN tokens are down” is actually not a valid incrimination of anything. Alts are down and DePIN has lost the sexy bid.
But this was always destined to happen. DePIN is actually the least sexy, and in the long run will be the most fundamentally priced sector. The most successful DePIN projects will feel unsexy because they’ll operate like infrastructure. They’ll deliver fundamental resources with the reliability of a utility.
But, in time, some DePIN tokens will rise from the ashes. And those tokens belong to the platforms that are good businesses today and will become great businesses due to their surgical deployment of a token and even more surgical accrual of value to that token.
I think DePIN 2.0 - The Business Generation - broadly looks like this:
1. Teams first figure out what works, and what doesn’t work before releasing the beast
2. They always generate substantial revenue before releasing the token
3. Rather than “order hardware and deploy anywhere”, incentivized build-out is a) phased b) tightly mapped against revenue scaling units (typically by geography)
4. The token’s purpose is simple and easy to understand for deployers, investors, and speculators
5. Token sinks are more abundant than token faucets
6. The primary token sink is revenue accrual
7. Emissions schedules are adaptive, not fixed from t=0
8. Apps are built without tokens, infrastructure to support the app is built with tokens
Decentralization enables key properties that truly global systems require: censorship resistance, capital formation, and the ability to permisionlessly build applications on top. We’ve spent too much time navel gazing about complex token incentives models and pursuing “decentralization” as if it’s some holy principle.
Nobody cares about decentralization in and of itself. What we need to care about is building generational companies, that grow every year, and generate a lot of cash.
13,71K
Johtavat
Rankkaus
Suosikit