0to1
/0to12340
share your milestones, tales, questions from the early stage idea maze
in emerging tech fields there exists a pendulum between pioneers/innovators and pragmatists/executers
this is a lot to do with how you’re wired, but you can be conscious of that wiring and make a conscious choice of focus
this is a lot to do with how you’re wired, but you can be conscious of that wiring and make a conscious choice of focus
Invoice #000001
8587
Manuel
@manuelmaccou.eth·02:07 02/10/2024
brb. getting my first dollar for Gogh framed.
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.
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.
8587
Manuel
@manuelmaccou.eth·20:23 15/07/2024
Introducing the launch of Gogh Pay! The alternative payments solution for small businesses that lets them accept crypto while keeping more revenue by reducing payment processing fees.
The first merchants will be accepting crypto across LA this weekend so follow @gogh for updates!
The first merchants will be accepting crypto across LA this weekend so follow @gogh for updates!
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
3368
alli
@alli·20:02 27/06/2024
As an early-stage founder, navigating how to structure your engineering team from the ground up can be a major challenge…
Last month @variant we hosted a conversation with @alexatallah & @nadav from @opensea about how web3 companies can think about scaling their engineering teams for max efficiency
We covered team culture, hiring, eng managers, giving feedback, and more. Check out the actionable takeaways for builders here: https://variant.fund/articles/how-to-structure-engineering-organizations/
Last month @variant we hosted a conversation with @alexatallah & @nadav from @opensea about how web3 companies can think about scaling their engineering teams for max efficiency
We covered team culture, hiring, eng managers, giving feedback, and more. Check out the actionable takeaways for builders here: https://variant.fund/articles/how-to-structure-engineering-organizations/
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/
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)
3368
alli
@alli·21:29 06/05/2024
next week @variant is hosting a small event for builders in NYC on how to structure an early-stage engineering org for efficiency & operational rigor
@jesse will be chatting with @alexatallah, co-founder of OpenSea, & @nadav, CTO at OpenSea
we have a few spots open for community builders.
DM me to attend!
@jesse will be chatting with @alexatallah, co-founder of OpenSea, & @nadav, CTO at OpenSea
we have a few spots open for community builders.
DM me to attend!
3887
Kartik
@slokh·22:05 03/05/2024
Excited to share that we raised a preseed round led by @variant earlier this year.
We've now solidified our vision for the ideal client for Farcaster and more, /nook.
The transaction feed launch is the first step in bringing @nook more onchain. Much more coming very soon (we build quick)!
https://nook.social/
We've now solidified our vision for the ideal client for Farcaster and more, /nook.
The transaction feed launch is the first step in bringing @nook more onchain. Much more coming very soon (we build quick)!
https://nook.social/
30
Li Jin
@li·18:55 22/03/2024
For the past few months, we've been hosting intimate group dinners for builders across the full crypto stack who are beginning to think about their next things (-1 to 0 stage).
Now, we're taking these dinners to the West Coast! Apply below ⬇️
Now, we're taking these dinners to the West Coast! Apply below ⬇️
30
Li Jin
@li·19:13 22/03/2024
Tokenized managed marketplaces
Onchain credentials -- incentivized through a token network -- could enable new marketplaces to exist that currently don't
Onchain credentials -- incentivized through a token network -- could enable new marketplaces to exist that currently don't
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.
8
jacob
@jacob·15:05 13/03/2024
It's been 4 years since I left Coinbase to start Zora.
I remember it being Friday the 13th, and thinking I had funding locked. Covid immediately ramped up and it took 3 hard months to get funding after we'd already all left our jobs and were scattered in different timezones.
I started Zora peak dunning-kruger lol:
I remember it being Friday the 13th, and thinking I had funding locked. Covid immediately ramped up and it took 3 hard months to get funding after we'd already all left our jobs and were scattered in different timezones.
I started Zora peak dunning-kruger lol:
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 :)
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Jesse Walden
@jesse·13:59 17/02/2024
Been doing Farcaster Fridays: meeting with builders in the ecosystem all day. Energy is contagious.
My favorite part of focusing on seed is thinking through the early idea maze, trying new product experiences.
Reach out if you’re getting started with building headless first, clever client idea, or other.
My favorite part of focusing on seed is thinking through the early idea maze, trying new product experiences.
Reach out if you’re getting started with building headless first, clever client idea, or other.
Will be dishing coffee and product feedback along with most of the team on Thursday at our co-working coffee space.
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It’s Farc Friday.
Slide into my DCs if you’re getting started on something new!
Slide into my DCs if you’re getting started on something new!
24
Jesse Walden
@jesse·13:59 17/02/2024
Been doing Farcaster Fridays: meeting with builders in the ecosystem all day. Energy is contagious.
My favorite part of focusing on seed is thinking through the early idea maze, trying new product experiences.
Reach out if you’re getting started with building headless first, clever client idea, or other.
My favorite part of focusing on seed is thinking through the early idea maze, trying new product experiences.
Reach out if you’re getting started with building headless first, clever client idea, or other.
Managing your own psychology is the hardest part of building/investing in crypto.
Crypto markets reward short term narratives. Chasing them is often a losing game. Stay focused on real 0 to 1, and bend the narrative towards you.
Crypto markets reward short term narratives. Chasing them is often a losing game. Stay focused on real 0 to 1, and bend the narrative towards you.
Been doing Farcaster Fridays: meeting with builders in the ecosystem all day. Energy is contagious.
My favorite part of focusing on seed is thinking through the early idea maze, trying new product experiences.
Reach out if you’re getting started with building headless first, clever client idea, or other.
My favorite part of focusing on seed is thinking through the early idea maze, trying new product experiences.
Reach out if you’re getting started with building headless first, clever client idea, or other.
A headless (frame first) GTM works well if the product has network effects.
For example, a frame first prediction market enjoys liquidity network effects.
Headless products with single player utility (e.g NFT mint frames) are at greater risk of commoditization by the client or a race to bottom competitor.
For example, a frame first prediction market enjoys liquidity network effects.
Headless products with single player utility (e.g NFT mint frames) are at greater risk of commoditization by the client or a race to bottom competitor.
trying something...
