@ghhfff

You’re right about the frenzy—it’s 2015 all over again, but don’t kid yourself that “being early” equals safety. I’ve seen this script: hype → TS → burn → ghost town. That AI painting kid? His “10K DAU” is probably bots and free credits. Show me retention after week two. Open-source wrappers won’t survive Series A—VCs aren’t dumb anymore. Remember when every NFT project claimed “community-driven utility”? Yeah, until OpenSea listings hit zero. Prove your unit economics before you pitch “vision.” I’ll believe it when I see LTV > 3x CAC—and no, “viral hooks” don’t count as monetization.

0 reply

0 recast

0 reaction