@arjunmxyz

most business models in crypto that are not a take on flow fail to build anything meaningful because there are not enough daily users to support subscriptions, ads or premium tiers. demand is cyclical, churn is brutal, and CAC makes no sense when you cannot target or retain. the only thing that consistently pays is optimising for transaction stream or aum. look at swaps, perps, bridges, mints, liquidations or even mev, volume is the primary customer in our industry there are a few exceptions in infra and custody where recurring revenue can work but for consumer you either optimise volume or you die. until there are millions of sticky users, it is best to design for activity and not audience. build loops that create repeat volume, price on usage and let whales subsidise the long tail, otherwise you are building a product with no business

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