chandanCrypto Applications Product Market Fit Analysis
In Crypto, there are a lot of applications that haven’t found product-market fit. But there is also a handful of applications that have a product market fit and are growing stably Here I will just explain my thoughts on which applications have Product-Market-Fit. Storage of Value (an asset that maintains or increases its value rather than depreciating)Bitcoin is the dominant product-market fit for this, followed by ETH. However, BTC has questionable long-term sustainability properties. Thanks...
chandanHow to Protect Your Crypto Wallet 95% of the Time
Always keep your private key and seed phrase offline, such as by writing them down on paper and storing them in a secure location that only you have access to. Do not save them on any device or cloud storage, as these can potentially be hacked and your wallet compromised.To further increase security, you can consider leaving out a few words from your seed phrase when writing it down, and memorizing or securely storing these words separately. This way, even if someone gets hold of the paper wi...
chandanAre Layer 2s Superior to Alt-1 for Scaling Capabilities?
Traditional monolithic execution layers rely on 1000s of block producers and non-producing full nodes, requiring a majority of them to act honestly. In contrast, layer 2s only require a single honest "Sequencer" to guarantee network integrity. This asymmetric trade-off suggests that layer 2s will consistently deliver high throughput and significant performance advantages, even when the same hardware is employed by both layer 1 and layer 2. This is due to the inefficiencies of synchronization ...
Researching Layer 1/2s, DeFi, and modular ecosystems.
chandanCrypto Applications Product Market Fit Analysis
In Crypto, there are a lot of applications that haven’t found product-market fit. But there is also a handful of applications that have a product market fit and are growing stably Here I will just explain my thoughts on which applications have Product-Market-Fit. Storage of Value (an asset that maintains or increases its value rather than depreciating)Bitcoin is the dominant product-market fit for this, followed by ETH. However, BTC has questionable long-term sustainability properties. Thanks...
chandanHow to Protect Your Crypto Wallet 95% of the Time
Always keep your private key and seed phrase offline, such as by writing them down on paper and storing them in a secure location that only you have access to. Do not save them on any device or cloud storage, as these can potentially be hacked and your wallet compromised.To further increase security, you can consider leaving out a few words from your seed phrase when writing it down, and memorizing or securely storing these words separately. This way, even if someone gets hold of the paper wi...
chandanAre Layer 2s Superior to Alt-1 for Scaling Capabilities?
Traditional monolithic execution layers rely on 1000s of block producers and non-producing full nodes, requiring a majority of them to act honestly. In contrast, layer 2s only require a single honest "Sequencer" to guarantee network integrity. This asymmetric trade-off suggests that layer 2s will consistently deliver high throughput and significant performance advantages, even when the same hardware is employed by both layer 1 and layer 2. This is due to the inefficiencies of synchronization ...
Researching Layer 1/2s, DeFi, and modular ecosystems.
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Solana stopped burning half of the priority fee, SEI V2 live, Keystore Rollups promising solution for managing accounts, Apps are currently undervalued, Reflection on Restaking.
What I wrote this week.
https://mirror.xyz/iamchandan.eth/nSXa63EviTVU1Pn52_Rrp0uefArx92i8iZT6XTJJVBg
https://mirror.xyz/iamchandan.eth/G72BUCnajYLukog29_fZG62PjqpFcjLQDCBBq-QCwk8
What I read this week.
https://x.com/Goodylili/status/1792460012993819015
Solana has decided to stop the burning half of the priority fee. 100% of the fees will now go towards validators. This will increase $SOL emissions.
SEI, the parallelized EVM L1, shipped v2 on the mainnet. Users can now use EVM wallets like Metamask to connect to SEI. This should be done by other chains too.
https://mirror.xyz/1kx.eth/eixy4sKhLVvexT-PmcBTUCGCR66ET_9iX4cAd-ShOuM good read on token economics
Keystore Rollups offer a promising solution for managing smart contract wallets across networks by centralizing account states on a dedicated rollup. At first glance, they seem to simplify permission management, reduce complexity, cut costs, and enhance security.
https://mirror.xyz/stackrlabs.eth/4kLzcBdvWnvECxOnaGQ8prAqUZEzj4BoDoXqSSXiV6w
New Solana in this cycle: - Monad, Sui, Berachain.
Hyperliquid derivatives converting to new Layer 1s.
Blast: Bootstrapped TVL for dApps to build on using points program and extra yield.
Next cycle developments:
Apps switching into chains.
Apps are currently undervalued.
Consumer apps use crypto natives to bootstrap to normies.
All consumer crypto apps will converge.
Ethereum as the settlement chain for institutional chains.
Consumer apps will be enabled with fixed annuities.
Custody will be significant in this cycle.
Renting security from an existing network will always win on cost and speed to market.
https://www.reverie.ooo/post/reflections-on-restaking
See You Next Week!
Let connect on X
Solana stopped burning half of the priority fee, SEI V2 live, Keystore Rollups promising solution for managing accounts, Apps are currently undervalued, Reflection on Restaking.
What I wrote this week.
https://mirror.xyz/iamchandan.eth/nSXa63EviTVU1Pn52_Rrp0uefArx92i8iZT6XTJJVBg
https://mirror.xyz/iamchandan.eth/G72BUCnajYLukog29_fZG62PjqpFcjLQDCBBq-QCwk8
What I read this week.
https://x.com/Goodylili/status/1792460012993819015
Solana has decided to stop the burning half of the priority fee. 100% of the fees will now go towards validators. This will increase $SOL emissions.
SEI, the parallelized EVM L1, shipped v2 on the mainnet. Users can now use EVM wallets like Metamask to connect to SEI. This should be done by other chains too.
https://mirror.xyz/1kx.eth/eixy4sKhLVvexT-PmcBTUCGCR66ET_9iX4cAd-ShOuM good read on token economics
Keystore Rollups offer a promising solution for managing smart contract wallets across networks by centralizing account states on a dedicated rollup. At first glance, they seem to simplify permission management, reduce complexity, cut costs, and enhance security.
https://mirror.xyz/stackrlabs.eth/4kLzcBdvWnvECxOnaGQ8prAqUZEzj4BoDoXqSSXiV6w
New Solana in this cycle: - Monad, Sui, Berachain.
Hyperliquid derivatives converting to new Layer 1s.
Blast: Bootstrapped TVL for dApps to build on using points program and extra yield.
Next cycle developments:
Apps switching into chains.
Apps are currently undervalued.
Consumer apps use crypto natives to bootstrap to normies.
All consumer crypto apps will converge.
Ethereum as the settlement chain for institutional chains.
Consumer apps will be enabled with fixed annuities.
Custody will be significant in this cycle.
Renting security from an existing network will always win on cost and speed to market.
https://www.reverie.ooo/post/reflections-on-restaking
See You Next Week!
Let connect on X
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