Story time: Blink Jacob had the simplest product in Nitro. Almost so simple, i thought i could vibe code this in a weekend What was difficult was driving traction. I joined a few BD calls and realised this is going to be very hard to sell Everyone told them no one uses passkeys at this time. They should think of other ways, maybe even copy funxyz Jacob said: Hey, I know this will be hard but we have a clear thesis and we will prove this is a better deposit method Now i see passkeys everywhere and i think of Blink They went so deep, it made me realise i always need to leave the app to make a deposit. That would be considered unacceptable in web2 UX Jacob personifies focus and conviction They took the hardest approach (Crsh: live streams) and proved that they could 2/3x the deposit rate compared to a run-of-the-mill deposit widget This is their contrarian bet. But the team has so much experience at LayerZero, Circle, etc that you want to back them. They left high-paying, prestigious jobs to go all-in on one clear thesis