nairolf
@0xNairolf
complex concepts in easy words | threads in highlights | ily 🫶
618 Following 40.6K Followers
uniswap v4 is a good reminder that growth takes time
people here have no patience and expect everything to go up and to the right on day one
reality is that good products often take years to find pmf
let (good) teams cook
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it always fascinates me to listen to rational people
you can feel it in the way they choose their words and how they break down their arguments
gud interview
"bro wat is fake world asset?"
An explanation of FWA, in (very) simple terms. 🧵
i would be curious to know what % have actually done an onchain transaction because holding crypto =/= using crypto
imo its not even 1% of us consumers, that should give you an understanding on early consumer crypto is
thats the metric that actually matters
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whats happening rn is that we are watching crypto split in two:
one side is building financial infra for institutions, the other is building internet native culture onchain
so many confirmations those days
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only 3% of tokenized equities are currently active in DeFi
easilt the biggest opportunity in crypto right now
the best thing about crypto today is that the list of investable tokens is actually pretty small
maybe 10
social apps are becoming financial apps
financial apps are becoming social apps
the lines are getting blurrier and blurrier
we absolutely need this chart to start going back up again btw
crypto is still missing *its* all in one app
so easy you dont even know it’s crypto
payments - yield - investing
basically just your financial app but 10x better
