Right
but the thing is
@RobinhoodApp had 24M+ users before they launched a single block. the app, the stablecoin, the memes, all of that works because distribution was already solved
most dead chains don’t have that. they were built as developer infrastructure, not consumer products. no captive user base to activate. you can copy the features but you can’t copy the distribution moat
coinbase understood this early w
@base. stripe is doing it w
@tempo. both had distribution before they had a chain. that’s the pattern
so the chains w/ a real shot at this playbook are the ones attached to existing consumer products e.g. exchanges, neobanks, payment apps.
you can’t copy the playbook without the distribution. that’s why most chains aren’t following suit