
Thalia
@eor
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Some hopium on what I'm bullish on:
• Farcaster: Best SocialFi app
• Web3 native cultural exports to Web2: Pudgy Penguins, Azukis, Miladies etc. Bearish cultural imports from Web2 to Web3
• Stablecoins that share upside with community: $ENA etc
• DeFi with PMF: Aave, Fluid, Maker, Pendle, etc.
• $ETH: Current UX is poor, but EIP-7702 and the new Open Intents Framework will improve it soon.
• New gen L2s (MegaETH) to validate Ethereum's modular vision
• Infinex, Hyperliquid and other onchain apps to challenge CEXs
• Gnosis Pay building onchain Revolut (via multiple products)
• InfoFi: Kaito, Ethos (reputation score), 0xPpl App (follow onchain trades)
• TradFi tokenization: Trade S&P500, $COIN onchain, and pumping liquidity to DeFi.
• New fundraising metas: Echo & Legion, but watch out for new money printing trends for best gains
• BTC as sovereign money
And most importantly, never ending crypto techno-optimism.
Continue up only, pls. 7 replies
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This is the culmination of months of iterating on our product. One of the endgames was tokenization, but we weren’t sure how to approach it until we launched Guilds last year and ran a massive event built on top of Pirate Nation (an onchain game).
We got a lot of things right, but one key element was missing, a powerful coordination tool that also functioned as an incentive mechanism to bring people together toward shared goals.
That’s when we came up with the concept of 'Guild Tokens', which eventually evolved into 'Group Tokens' because we believe the onchain world is a permissionless, self-evolving MMO in itself.
We've seen attempts at similar concepts, mainly in the form of DAOs, but they often suffer from inaction, analysis paralysis, or get hijacked by malicious parties.
We’re building something more approachable for the next generation of crypto users—people who expect sleek UX, jargon-free tech, and intuitive tools but still want a powerful edge onchain. 7 replies
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