0to1
/0to12302
share your milestones, tales, questions from the early stage idea maze
Invoice #000001
Proliferation of generative (AI) media tools is the best ‘why now’ for putting media onchain. Not just for verification, but so value can flow directly to those who create the inputs that get remixed.
For this to take off, a distribution is wedge is everything, and a wedge is much stronger with a closed monetization loop.
Would love to hear ideas on how to wedge the habit of making onchain the port of entry habit/default for creators and their tools.
For this to take off, a distribution is wedge is everything, and a wedge is much stronger with a closed monetization loop.
Would love to hear ideas on how to wedge the habit of making onchain the port of entry habit/default for creators and their tools.
gm duden
some people like to congratulate themselves on spotting tradeoffs in a choice -
that’s only a small part of the decision matrix.
the more important decision is to bet whether trade off A will win over trade off B…
that’s only a small part of the decision matrix.
the more important decision is to bet whether trade off A will win over trade off B…
My 0 to 1 story (so far):
Launches @gogh a few days after frames goes live as a no-code frame tool for e-commerce.
Facilitates one of the first frames sales for an IRL product for /humankind
Starts the Web3 version of Craigslist and facilitates sales of shirts by @jachian
Launches Gogh Pay, crypto payments solutions for small businesses.
Launches @gogh a few days after frames goes live as a no-code frame tool for e-commerce.
Facilitates one of the first frames sales for an IRL product for /humankind
Starts the Web3 version of Craigslist and facilitates sales of shirts by @jachian
Launches Gogh Pay, crypto payments solutions for small businesses.
my biggest 0 to 1 lesson:
you are wrong.
you don’t know how or how much, but you are wrong.
get in the market and test ASAP (i call this shooting “tracer rounds”…you can’t hit your target if you can’t see where your rounds are going)
you are wrong.
you don’t know how or how much, but you are wrong.
get in the market and test ASAP (i call this shooting “tracer rounds”…you can’t hit your target if you can’t see where your rounds are going)
Crypto is perennially a new, optimistic, deep nerdsnipe to a new generation of technologists.
The sentiment on crypto twitter is driven by jaded or impatient folks who are upset that the market hasn't agreed with their timeline.
Zoom out and the progress is clear. Lots to be optimistic about.
The sentiment on crypto twitter is driven by jaded or impatient folks who are upset that the market hasn't agreed with their timeline.
Zoom out and the progress is clear. Lots to be optimistic about.
remember that sentiment is often more volatile than price.
"the supercycle?" that was high volatility sentiment in the opposite direction.
if its getting to you, tune it out. focus on your high conviction beliefs while processing new info (from shipping, not the feed.)
https://x.com/hosseeb/status/1810496472728895669?s=46&t=wQXqvpirzg313128L3-p1A
"the supercycle?" that was high volatility sentiment in the opposite direction.
if its getting to you, tune it out. focus on your high conviction beliefs while processing new info (from shipping, not the feed.)
https://x.com/hosseeb/status/1810496472728895669?s=46&t=wQXqvpirzg313128L3-p1A
the maturity phase of any creative endeavor often turns out to be entirely different than the creative scene who birthed it could’ve possibly imagined
a contemporary example is the vision of early bitcoiners vs the maturation of stablecoins and Blackrock ETFs
a contemporary example is the vision of early bitcoiners vs the maturation of stablecoins and Blackrock ETFs
some crypto product things i'm excited about for 24-25
(quick list, not exhaustive)
- mobile become the default
- stablecoin rails get good enough for global fintech adoption, accelerates institutional/regulatory validation
- surprising formats for prediction markets emerge
- nfts have another surprising evolution
- interplay btwn creator tools/token launchers gets more interesting/safer
- farcaster channels become wallets/daos, do weird/big things
- telegram leans into mini-apps/wallet/payments
- frames/blinks find a large-scale social mini-app; validates the 'headless' gtm as a way to bootstrap marketplace liquidity.
- data DAOs/tokenized marketplaces onboard new users to earning tokens
- for crypto natives, real skin-in-the-game returns to token distributions, resulting in more loyal/engaged users/owners
(quick list, not exhaustive)
- mobile become the default
- stablecoin rails get good enough for global fintech adoption, accelerates institutional/regulatory validation
- surprising formats for prediction markets emerge
- nfts have another surprising evolution
- interplay btwn creator tools/token launchers gets more interesting/safer
- farcaster channels become wallets/daos, do weird/big things
- telegram leans into mini-apps/wallet/payments
- frames/blinks find a large-scale social mini-app; validates the 'headless' gtm as a way to bootstrap marketplace liquidity.
- data DAOs/tokenized marketplaces onboard new users to earning tokens
- for crypto natives, real skin-in-the-game returns to token distributions, resulting in more loyal/engaged users/owners
I sold everything to make everything happen.
https://paragraph.xyz/@manuelmaccou/my-conviction-in-crypto-is-so-high,-i-sold-it-all
https://paragraph.xyz/@manuelmaccou/my-conviction-in-crypto-is-so-high,-i-sold-it-all
Markets drive standards. Distribution drives markets.
In crypto, very few teams have enough distribution to drive market-wide standards, so distribution from core devs can be an advantage in creating a schelling point for standardization. This plays to the advantage of core teams with less decentralization debt.
Some recent, promising examples:
- Base + Smart Wallet
- Solana Foundation + Blinks / SPL Tokens
- Warpcast + Frames
- Uniswap Labs + ERC7683
In crypto, very few teams have enough distribution to drive market-wide standards, so distribution from core devs can be an advantage in creating a schelling point for standardization. This plays to the advantage of core teams with less decentralization debt.
Some recent, promising examples:
- Base + Smart Wallet
- Solana Foundation + Blinks / SPL Tokens
- Warpcast + Frames
- Uniswap Labs + ERC7683
Went for a walk with @literature yesterday and he said something that resonated: "crypto has had mobile wallets, but it hasn’t had mobile products.”
Such a simple insight, but a powerful one. Consumers tech is mobile, yet very few crypto products have made been mobile-first, as a first class experience. That is in part because of how difficult it is to work within the walled gardens of the App Store. But thanks to ingenuity of builders, that is changing. Warpcast, Blackbird and (soon) Zora, Kiosk and others are building mobile-first products onchain.
Note: I’m defining mobile-first as an app store product vs. PWA because the app store is where the users are, is full featured, and PWA is for power users and lacks some features.
1/
Such a simple insight, but a powerful one. Consumers tech is mobile, yet very few crypto products have made been mobile-first, as a first class experience. That is in part because of how difficult it is to work within the walled gardens of the App Store. But thanks to ingenuity of builders, that is changing. Warpcast, Blackbird and (soon) Zora, Kiosk and others are building mobile-first products onchain.
Note: I’m defining mobile-first as an app store product vs. PWA because the app store is where the users are, is full featured, and PWA is for power users and lacks some features.
1/
all media onchain: crypto as port of entry
hosting a session with @alexatallah & @nadav on scaling engineering orgs next week.
what questions do you have for them?
will do my best to summarize the Q&A and post for anyone not able to attend (few spots left for the community, beyond our portfolio--but cap is limited)
what questions do you have for them?
will do my best to summarize the Q&A and post for anyone not able to attend (few spots left for the community, beyond our portfolio--but cap is limited)
Crypto as culture / crypto as tech ("why" vs. "how")
Signal to noise
the whiplash of March 2020 was memorable for most anyone fundraising at that time. I was raising the first Variant fund and remember believing it was game over, but kept at it. 4 months later the fund was oversubscribed.
farcaster fridays: tx frames edition
if you're looking for feedback on yr tx frame (or idea) drop me a DC
excited to see z headless marketplaces :)
if you're looking for feedback on yr tx frame (or idea) drop me a DC
excited to see z headless marketplaces :)
Perl is over, but do this anyway?