š¢ Co-Host of @DePINHappyHour | Peaq & Polygon Ambassador | ChemEng in TradFi š¢ Filtering out the noise for you
California
Joined May 2021
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Are there any businesses working on custody as a service for Web3 rails?
We have Brink doing work for @Courtyard_io
Iām imagining a warehouse style, multi-asset custody as a service for underlying assets being tokenized
I think there is a huge opportunity here to create a standard of service focused on the tokenization space
More and more Iām seeing the greatest value coming from Web2 to Web3 converts
Rather than Web3 ānativeā
Our natives need to focus more on their business models and less on the timeline
GM GM!
Happy Tuesday fam, feels good to be back on the TL
Markets seem sad, TL seems bad, but keep a long term view!
1 week is a fraction of a percent of a 5 year vision
The week to week isnāt worth your panic šÆ
GM GM!
Had a brutal past week of sickness and irl stuff.
Apologies for delayed responses, Iāll be getting back to everyone asap!
Much love Web3 fam š
Itās not too late to be bullish on Celestia
To Nickās point, the trend IS obvious
And it makes sense: why cede value when you can capture it?
Chains like Solana tout the virtues of vertical integration at the protocol layer.
Celestia also believes in the power of vertical integration, but at the application layer.
Why? Because the most successful applications all want to start owning and customizing more and more of their infrastructure. The trend is obvious.
But they won't want to run their own DA and consensus layer. It's a lot of overhead for few benefits, and comes at the high cost of losing secure interop with other apps.
Full-stack customizable applications on a shared security zone is the endgame.
GM GM! Happy Thursday!
On my anime blitz, so I felt like grabbing another anime PFP
This time from @Persona_Journey
If itās not obvious, I like cats, especially black cats
Do I PFP it?
Nobody cares about security until theyāve been violated
The time to be security conscious is BEFORE you need to be
Weāre continuing to trade security for convenience
But best believe: At scale, the products that survive will HAVE to be secure
Make your long term bets accordingly
If youāre into crypto AND Pokemon cards, pivot to @Courtyard_io
Get your cards on-chain, secured and maintained by Brinks
*With a very easy irl claiming process
Had a great time meeting great people at Eth Denver
If you had a bad time, my advice is just surround yourself with new people
@brandalf should be one of them
Passionate, excited, hard working - these are the types of people to seek out
WAGMI
GM and Happy Wednesday!
Come talk Real World Asset (RWA) tokenization with some giga brains
The area of greatest interest to TradFi, where adoption is taking off!
Letās grow šæ
Hey @coinbase, please fix your estimated Tx times
Iāve tested these myself, Polygon does not take 16 min and Optimism doesnāt take 8 min
These estimates are off by several orders of magnitude
>> Bad data is worse than no data <<
*Estimates for inflow transactions, photo taken yesterday*
Corey | RWA & DePIN Arc retweeted
šØ Meet. Users. Where. They. Are. šØ
We continue to hear the topic of āonboardingā
Onboarding who?
Who are your customers?
Donāt expect people coming to Web3 for the ethos
Most donāt care or understand - hard truth there
We āonboardā users by building products that improve their experience
šØ Meet. Users. Where. They. Are. šØ
We continue to hear the topic of āonboardingā
Onboarding who?
Who are your customers?
Donāt expect people coming to Web3 for the ethos
Most donāt care or understand - hard truth there
We āonboardā users by building products that improve their experience
Corey | RWA & DePIN Arc retweeted
Something I loved about ETH:
Exposure to new ecosystems
Ironically, people are complaining about this same topic
IMO: Itās not winner take all!
So much more bullish on Web3 knowing SO many are doing BIG things
>> Making great apps possible <<
GREAT people and apps comin across the board
Who should I be following?
Looking for new apps, new signal, not hype
>> Letās be a community <<
Corey | RWA & DePIN Arc retweeted
.@0xpolygon with imo best booth at Eth Denver
Hearing similar thoughts from others too
Social elements like nostalgia and fun are strong attractors
Come for the social, then learn about the total
>> Memorability & Mindshare <<
They matter
.@0xpolygon with imo best booth at Eth Denver
Hearing similar thoughts from others too
Social elements like nostalgia and fun are strong attractors
Come for the social, then learn about the total
>> Memorability & Mindshare <<
They matter
Something I loved about ETH:
Exposure to new ecosystems
Ironically, people are complaining about this same topic
IMO: Itās not winner take all!
So much more bullish on Web3 knowing SO many are doing BIG things
>> Making great apps possible <<
GREAT people and apps comin across the board
Who should I be following?
Looking for new apps, new signal, not hype
>> Letās be a community <<
Had a great week at ETH Denver
Biggest takeaways:
- People really are excited about apps, less so about more infra
- App mindshare is focused on revenue generation, stable business models
- Teams are trying to integrate web3 into web2, not the other way around
- Teams are looking to work together for Ethereum
- Interop has a ways to go
- We are SO small, we need to reach new audiences
Great meeting new faces, and finding familiar ones.
Web3 is the frontier.
Tuning in from the Agg Cave for the āL2s and Interop Talkā
Hearing giants of the L2 dev space talk about their visions is
So refreshing
Straight points
Straight Signal
Love seeing the community together talking
LFGrow
Shoutout @OfficialMrDude for making me decide to catch some clips šš