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.
Subscribe to chandan
Subscribe to chandan
Share Dialog
Share Dialog
<100 subscribers
<100 subscribers
Great stuff I read this week…
https://collective.flashbots.net/t/it-s-time-to-talk-about-l2-mev/3593
https://x.com/defi_monk/status/1809236196209344828
https://x.com/poopmandefi/status/1809848914738344360
https://x.com/paramonoww/status/1811083786773483628
Allowing anyone to bet any size on anything will become a reality.
https://mirror.xyz/1kx.eth/jnQhA56Kx9p3RODKiGzqzHGGEODpbskivUUNdd7hwh0
https://medium.com/@markleontev/lets-talk-solana-thesis-1-453955f910c6
Some Poorly Researched Ideas of the Week
Easier to raise capital.
Too many tokens.
Many usage metrics are incentivized.
Betting on the founder is a good plan…
Believing in the future…
Having a stubborn founder and investor.
Every cycle, we see a refinement of old ideas and new infrastructure for developers to build on.
What new things are being enabled and developed?
Optimizing EVM hasn't been done by most teams (e.g., current teams working on MegaEth, Monad).
The prices of Bitcoin and ETH are driven by institutions.
In 2017, people tried to integrate IoT into blockchain.
In 2021, people tried to integrate the Metaverse into blockchain.
In 2024, people are trying to integrate AI into blockchain.
Wouldn't it be nice to have a story of Crypto X AI?
Bitcoin L2s are mostly Bitcoin sidechains.
New York, Singapore, and Dubai are the best places for crypto.
Technology only gets better.
Prediction markets are getting integrated into news.
Great stuff I read this week…
https://collective.flashbots.net/t/it-s-time-to-talk-about-l2-mev/3593
https://x.com/defi_monk/status/1809236196209344828
https://x.com/poopmandefi/status/1809848914738344360
https://x.com/paramonoww/status/1811083786773483628
Allowing anyone to bet any size on anything will become a reality.
https://mirror.xyz/1kx.eth/jnQhA56Kx9p3RODKiGzqzHGGEODpbskivUUNdd7hwh0
https://medium.com/@markleontev/lets-talk-solana-thesis-1-453955f910c6
Some Poorly Researched Ideas of the Week
Easier to raise capital.
Too many tokens.
Many usage metrics are incentivized.
Betting on the founder is a good plan…
Believing in the future…
Having a stubborn founder and investor.
Every cycle, we see a refinement of old ideas and new infrastructure for developers to build on.
What new things are being enabled and developed?
Optimizing EVM hasn't been done by most teams (e.g., current teams working on MegaEth, Monad).
The prices of Bitcoin and ETH are driven by institutions.
In 2017, people tried to integrate IoT into blockchain.
In 2021, people tried to integrate the Metaverse into blockchain.
In 2024, people are trying to integrate AI into blockchain.
Wouldn't it be nice to have a story of Crypto X AI?
Bitcoin L2s are mostly Bitcoin sidechains.
New York, Singapore, and Dubai are the best places for crypto.
Technology only gets better.
Prediction markets are getting integrated into news.
No activity yet