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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Museums should become custodian and tokenizing art on chain and share revenue with art holder on chain.
Huge opportunity here:
*
A few dominate the market:
Ethereum + Solana + Tron + BSC: >82% market share.
UniSwap + PancakeSwap + Orca: >70% market share.
Chainlink + Chronicle + WINkLink: >75% market share.
Lido: >70% market share.
Aave + JustLend: >70% market share.
WBTC + JustCryptos: >70% market share.
Never underestimate First-Mover Advantage + Network Effects + Mindshare.
—-
Looking at all the new listing of the past 6 months on the largest CEX, Binance, we note that >80% of tokens are down from their listing date.
https://x.com/tradetheflow_/status/1791382914447573218
Ethereum Ecosystem Running multiple experiments all at once on Ethereum.
https://twitter.com/eawosikaa/status/1784755769566466322?t=wimUhElk8U8ZMw_ekUGoPA&s=19
Jupiter is the frontend of Solana, what’s stopping them from becoming the ever thing app of Solana.
Although Uniswap FE charges a fee, its frontend usage has only increased. In the end, FE will capture all the value because users are generally too reluctant to switch to other frontends, even if they charge a fee.
https://x.com/chandan1_/status/1791449538940772523
https://x.com/gakonst/status/1792088024769089655
See you next week!
Museums should become custodian and tokenizing art on chain and share revenue with art holder on chain.
Huge opportunity here:
*
A few dominate the market:
Ethereum + Solana + Tron + BSC: >82% market share.
UniSwap + PancakeSwap + Orca: >70% market share.
Chainlink + Chronicle + WINkLink: >75% market share.
Lido: >70% market share.
Aave + JustLend: >70% market share.
WBTC + JustCryptos: >70% market share.
Never underestimate First-Mover Advantage + Network Effects + Mindshare.
—-
Looking at all the new listing of the past 6 months on the largest CEX, Binance, we note that >80% of tokens are down from their listing date.
https://x.com/tradetheflow_/status/1791382914447573218
Ethereum Ecosystem Running multiple experiments all at once on Ethereum.
https://twitter.com/eawosikaa/status/1784755769566466322?t=wimUhElk8U8ZMw_ekUGoPA&s=19
Jupiter is the frontend of Solana, what’s stopping them from becoming the ever thing app of Solana.
Although Uniswap FE charges a fee, its frontend usage has only increased. In the end, FE will capture all the value because users are generally too reluctant to switch to other frontends, even if they charge a fee.
https://x.com/chandan1_/status/1791449538940772523
https://x.com/gakonst/status/1792088024769089655
See you next week!
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