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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Eigen layer, Tron, Railgun, Tokenizing RWA, Pendle, Intent Protocols
First, let's take a look at what I wrote this week:
https://mirror.xyz/iamchandan.eth/PC4cSuabC-0BmrgBcDnsmVlusNgczq1V20qOkA1Kop8
Restaking with any asset" has been on the Eigen layer roadmap from Day 1, This makes Karak network obsolete.
https://www.blog.eigenlayer.xyz/dual-staking/
@0xSplits has seen hockey stick growth in Splits created on @base in February.
Runes offer greater flexibility in their creation. The token standard can feature an open mint, fair distribution, or single address minting. BRC-20s are limited.
https://x.com/Delphi_Digital/status/1779887326971248778
List of zkVMs in the market right now
https://x.com/dhruvbodani/status/1779831169493717325
innovative on-chain experiments
https://x.com/MariaShen/status/1779850842582982714
Power law in action
the top 20 applications account for as much as 70-100% of Network activity
On Tron Cost per transaction is averaging 67 cents, which is significantly less than Ethereum L1 but higher than every L2 in the ecosystem, but we still seeing high usage of Tron for Tether payments.
https://thedefireport.io/research/should-we-be-taking-tron-seriously#conclusion
Railgun is a better way of solving privacy then building layer2 https://x.com/eli5_defi/status/1767123551092633628
DApps lessons for web3 founders.
https://www.reverie.ooo/post/why-the-winners-won
Tokenizing the future yield of an asset: Pendle & Alchemix
https://docs.pendle.finance/ProtocolMechanics/YieldTokenization/YT
how gear works- leverage anything,
Brief intro to Eigen layer
https://research.despread.io/reports-eigenlayer/?ref=test-newsletter
Intent protocols will eat the market share of bridges and spot Dexs.
Eigen layer, Tron, Railgun, Tokenizing RWA, Pendle, Intent Protocols
First, let's take a look at what I wrote this week:
https://mirror.xyz/iamchandan.eth/PC4cSuabC-0BmrgBcDnsmVlusNgczq1V20qOkA1Kop8
Restaking with any asset" has been on the Eigen layer roadmap from Day 1, This makes Karak network obsolete.
https://www.blog.eigenlayer.xyz/dual-staking/
@0xSplits has seen hockey stick growth in Splits created on @base in February.
Runes offer greater flexibility in their creation. The token standard can feature an open mint, fair distribution, or single address minting. BRC-20s are limited.
https://x.com/Delphi_Digital/status/1779887326971248778
List of zkVMs in the market right now
https://x.com/dhruvbodani/status/1779831169493717325
innovative on-chain experiments
https://x.com/MariaShen/status/1779850842582982714
Power law in action
the top 20 applications account for as much as 70-100% of Network activity
On Tron Cost per transaction is averaging 67 cents, which is significantly less than Ethereum L1 but higher than every L2 in the ecosystem, but we still seeing high usage of Tron for Tether payments.
https://thedefireport.io/research/should-we-be-taking-tron-seriously#conclusion
Railgun is a better way of solving privacy then building layer2 https://x.com/eli5_defi/status/1767123551092633628
DApps lessons for web3 founders.
https://www.reverie.ooo/post/why-the-winners-won
Tokenizing the future yield of an asset: Pendle & Alchemix
https://docs.pendle.finance/ProtocolMechanics/YieldTokenization/YT
how gear works- leverage anything,
Brief intro to Eigen layer
https://research.despread.io/reports-eigenlayer/?ref=test-newsletter
Intent protocols will eat the market share of bridges and spot Dexs.
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