the quiet truth about AI x crypto:
LLMs make amazing middleware, but boring applications
founders who get this are building the future, everyone else is just adding chatbots
mindshare is the new moat in crypto.
the winners of this cycle will be built on:
- powerful brand narratives
- elite marketing distribution
- rabid community growth
if you're not building these right now, you're already behind.
with AI advancing every day, creativity is still a strong moat.
LLMs can interpolate from existing data, but they can't dream up something insanely different that doesn't exist yet
humanity's secret weapon is being batshit crazy visionaries—protect it.
The RTFKT files.
Here is the story of the rise and fall of a billion dollar company in just three years.
A story of alleged insider trading, broken promises and outright lies 🧵👇
(1/19)
arjun and the everclear have thought very deeply (as they always do) because how to scale solvers to thousands of chains and rollups
the new CLEAR tokenomics solves that
With $VIRTUAL hitting Unicorn status you're probably thinking things are getting a bit frothy
But there are two phases of Decentralized AI that are just evolving; I believe these will unlock insane network effects
Swarms (Collaboration) and Autonomous DeFi strategies
🧵(1/9)
movement operator mainnet next week.
we've begun the process of rolling out docs to core infra providers to run nodes and give feedback this week.
next week operators and infra developers can use the mainnet publicly as we roll out the complete user experience.
gmove soon.
So it turns out @HyperliquidX was the best-executed and most rewarding Airdrop & TGE this cycle by a LONG shot.
▫️ ACTUALLY rewarding early users —— TVL early on was under $10M, making it easy to rack up >1000 weekly points with minimal effort. It stayed like this for months.
▫️ Constantly evolving the points algorithm and rewarding different activities on a weekly basis —— providing liquidity, perps volume, spot volume, holding eco coins, refs. Each mattered on different timeframes, encouraging you to explore all facets of the platform.
▫️ Midway through the points program, playtest the TGE by airdropping $PURR 1:1 based on your points, resulting in 4-6 fig airdrops for many users and keeping everyone motivated to reach the finish line.
▫️ Once the points program 'officially' concluded, add a fat bonus in points for users who continued using the platform despite no clear incentive to do so (=organic usage).
▫️ Airdropping 31% (!) of the initial supply —— ZERO to CEXs, private investors, or market makers. You either had to engage with the platform to get your share, or be forced to buy at the FAIR market rate.
And to top it all off, launch a killer platform that goes far beyond being a simple Perp DEX. The UI/UX and PMF are so clean that Hyperliquid sees sustained usage even after the initial incentives ended, while outperforming competitors on key metrics by a country mile.
Absolute master class in delivery. I bow my hat to @chameleon_jeff, @KingJulianIAm, and the rest of the Hyperliquid team.
If you are a Crypto project trying to be successful, I'll leave you with the following two words:
Study Hyperliquid.
And of course, thank you for the lifechanging wealth generation event @HyperliquidX . 🫡
ive been yapping on CT for over 4 years.
in 2020, i starting posting about DeFi as a forcing function to learn (Finematic videos saved my life)
over time, i built a following that has given me more job opportunities than I would have ever gotten from just applying online
as a founder, it's helped tremendously on both fundraising and hiring top folks.
the lesson?
keep yapping.
invest in ur personal brand, and it will pay huge dividends.
"consumer crypto is dead"
not true. its just that nobody's funding it.
reality is you can either:
- build the 157th rollup
- be the only product in your category
while everyone fights over infra, smart founders are quietly building where there's no competition