My take on markets is retail was wiped out, capital flows to projects w/ distribution and rev, the decentralization ethos won’t entirely carry over as desired this cycle, zkp’s/bridging/wallets all get a lot better, everything else to $0 with haste after a temp short squeeze.
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The whole Solana paid Western Union is tiresome. Foundations have treasuries to activate partners within their network. You have no idea what the deliverables are, so you're unable to measure the ROI of these deals. Let me tell you: EVERY ecosystem is competing and putting $ up
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I spent 12 years working w/ creators, and devoted considerable time to exploring creator revenue beyond ads. We are far away from creator capital markets being a viable product offering. I'm still heavily rooting for Zora & Pump as they evolve and inspire all creator platforms.
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