For me, the metric i wish more people tracked: unique addresses that use a protocol >3 times per month.
One-time users inflate DAW stats, repeat users reveal actual product market fit. Huge difference.
In recent product, account abstraction (ERC-4337) deployments are quietly accelerating.
No seed phrase, gas in any token, session keys for gaming/social. This is the UX unlock that's been missing. it's shipping now, not someday.
Can help normies enter the ecosystem!
Distribution > innovation, almost every time. @base didn’t win on tech, it won on default access.
100M users one click away from on-chain is not a feature, it’s a structural advantage.
@base is interesting because Coinbase brings distribution that most L2s don't have.
the tech is fine, the real moat is the 100M+ people who already have a Coinbase account, onboarding is the hard part and they're solving it.
I'm pretty sure onchain AI agents will need reputation systems.
A wallet history that proves an agent is reliable, has paid debts, executed correctly.
A credit scoring for AI, that primitive doesn't exist yet and it's inevitable.
Bear markets compress timelines and remove noise.
If a team kept shipping between 2022–2023, that’s a much stronger signal than any bull market traction.
The projects that survived 2022–2023 without pivoting are the ones i trust most.
Because anyone can build in a bull market shipping through a bear is the real filter.
It is the same today!
The real breakthrough isn’t faster chains, it’s invisible chains.
Once users stop caring about “Ethereum vs Solana vs anything”, onboarding in crypto finally starts to feel like Web2 UX.
Chain abstraction is the next UX frontier after account abstraction.
The goal: users never think about which chain they're on.
NEAR's intent-based model, Particle Network's universal accounts, these are early but directionally right.
Web3 social is one of the most underbuilt categories rn.
We have the infra for user-owned social graphs. But nobody's made it feel good to use yet. That gap is a massive opportunity for real builder!
Yes, we are clearly now in a completely different logic compared to 2021/2022.
The goal of good protocols is to reward users who actually use the protocol as intended, not through mindless farming
Most people think airdrops are about volume.
The ones who actually farm well know it is about uniqueness of behavior.
Same wallet pattern as 50,000 others gets you nothing or worse, nothing plus a sybil flag.
That’s it, since there are still very few truly useful projects in the ecosystem.
We sometimes need to focus on projects with a strong and active community