Producing and resonating good vibes with PudgyPenguins
PlanetEarth
Joined February 2023
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completely agree on consumer apps being the next big battleground
we already have enough protocols competing for sophisticated traders. the real opportunity is making crypto products accessible to people who don't want to think about infrastructure
that's probably the main reason why i'm paying attention to @fluentlabsxyz
they already have its first consumer apps, i think we're only seeing the beginning of what can be built on this infra
consumer apps supercycle
I think the perp dex golden era is almost over
We've already built the best AMM, RFQ and brokerage layers to reach the niche of sophisticated/Web3 users
Next step is building consumer apps to reach the retail market, the biggest one
And don't tell me that's what Hyperliquid or Lighter will do with their mobile apps, they can't. To reach retail, you need to rethink the whole experience from scratch
And i bet projects like @legendtrade or @hellotradeapp are perfectly positioned for that
It's exactly the same story as when Robinhood entered the market with a simpler, less intimidating product than Schwab
The first one to nail it will see tremendous growth
idk if you noticed but timeline is slowly starting to feel bullish
i dont know the main reason yet but i hope we are on a good way to finally recover
Big Nucleus retweeted
the rumors are that they are going private at 5k followers
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one language at a time
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is there any worthy mints these days?
i dont see any WLs being shared on my TL like back in the days
do they share them now or just keep for themselves?
Big Nucleus retweeted
the next phase of RWAs won't be won by whoever tokenizes the most assets
it will be won by whoever connects those assets to actual demand, financing, yield and settlement
that's what makes the @theo_xyz approach interesting: gold and silver leasing already serve real businesses, and tokenization creates a new way to connect that established market with onchain capital
and this is probably just the beginning
yield is good but yield without unnecessary exposure is even better
the future of DeFi isn't just about higher APYs
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