Web3 UXR research x Product x Adoption Exploring parallel societies Amateur Mycologist 🍄
On the move
Joined November 2021
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Justinađź“Ť retweeted
Urgent: the SAFE multisig of the @commonshub_bxl has been drained an hour ago by this address: gnosisscan.io/address/0xfFb3…
We lost €110k, all the savings of the community :-(
Already reached out to @monerium who has been very reactive.
Any one at @gnosischain that could help us?
Started to notice that I use a lot of future tense in my speech. Now I keep on catching myself planning, living in the future. Weird but interesting to explore if there is someone else with these tendencies.
Looking for the nice digital task manager/calendar/notes all in one solution. Any recommendations? Mac + Android setup
Reflection time after coming back from 3 weeks of socio-technical residency In ChiangMai - Sanctuary with @kischiman @rusgarian @daoboymatt , Mate Danes and others!
Bunch of learnings, inspiration, building and collab.
More info about our experience:
notion.so/deepworkstudio/San…
Impact projects rarely lack passion.
What they often lack is shared infrastructure.
At the Hubs Network soft launch last week in Barcelona, we gathered 14 grassroots initiatives + an international crowd to explore what that could look like. ?
?hubsnetwork.org/
The Hubs Network can be more than a community.
It can be collective infrastructure — for funding intelligence, skill exchange, and visibility.
This is where impact ecosystems can evolve.
Justinađź“Ť retweeted
Dee Hock on the founding of Visa in his work "Chaordic Organization".
Visa was perhaps the first successful case of a permissionless platform with decentralized governance and ownership.
Many lessons to be learned here half a century later for crypto networks.
Great article and very interesting thoughts on DAO's evolution and path towards collaboration. Made me think about DAO of DAO's for L2. What if instead of competing for user base, these ecosystems focus more towards shared initiatives, grant programs and governance frameworks?
3
VC Deals & Crypto Users
Deal count rose, total raised fell ~20%. a16z sees ~220M monthly active addresses, but real usage might be ~30-60M once bots & duplicates are filtered out.
5
DePIN: Real-World Infra
“Distributed Physical Infra Networks” made strides:
• Helium Mobile (120k+ subs)
• GLOW (70 solar farms)
• GEODNET (11k nodes)
Several saw 7-8 figure revenue. 2025 DePIN could exceed $150M in total
Check out the full Messari 2025 Thesis here:
messari.io/report/the-crypto…
Messari’s 2025 Thesis (Part 1)—My Quick Notes
Reading Messari’s 2025 Thesis again—my 4th year in a row.
Here are my own notes on what really stood out, with extra context for those who haven’t read yet ⬇️
2
Solana’s Fee Surprise
Apps raked in ~$500M, briefly topping Ethereum. ~25% from liquid staking, 50% from trading (memecoins!). Though memecoins are <3% by cap, they can be ~11% of volume—cheap fees + spare blockspace = speculation mania.