@joshcrnls
this convo with abhay and austin was so good..
- digging into two wildly ambitious visions: "we're giving everyone a free phone plan" and "we're building a new internet"
- what makes tokens valuable and why it isn't traditional fundamentals
- why depin tokens have under performed and what people are missing
- what they've learned boostrapping new networks and the importance of getting to the demand side as fast as possible
- why buybacks using fees are a complete midcurve token model
- the eroding of previous core tenets of crypto and what comes next
- why the developing world is going to skip equities and go straight to memecoins / tokens like they skipped landlines and went straight to mobile
highly highly recommend a listen
https://x.com/11AMdotclub/status/1999695100138729481?s=20
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