pillarbear (pillarbear)

pillarbear

Product manager and research at Four Pillars

66 Followers

Recent casts

what is an advantage that non-builder(e.g VC or research) founder can have?

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Proliferation of L2s seems inevitable It doesn't matter how good high-performance chains like Solana, Sui or Monad. Desire to owning their own chain is inherent to builders and founders It is not about scaling or security. But what motivates to launch their own chains are sovereignty, dedicated resources and most importantly, value accrual to their brand Exceptional cases are applications which heavily depend on the network effect of the underlying chain. For example, DEXs, or most of DeFi protocols, can't leave the chain since the tokens to be traded are located there

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L2s not differentiated by its tech, but culture & distribution This is what the L2s were really meant to be, except for very marginal cases that require technical customizability Btw, a mid-curve take here is 'how about launching on existing chains, not launching a new one?' https://x.com/LucaNetz/status/1807457958302740632

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Top casts

L2s not differentiated by its tech, but culture & distribution This is what the L2s were really meant to be, except for very marginal cases that require technical customizability Btw, a mid-curve take here is 'how about launching on existing chains, not launching a new one?' https://x.com/LucaNetz/status/1807457958302740632

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I'm currently working on research piece about Base & FC ecosystem (will be published soon) There were too many interesting apps here, so I made a database of consumer crypto projects (h/t to @launch & @casterbites) https://airtable.com/app3QW2hxwkpClopi/shrM8GEEZ9F9qIo21 Is there anything I miss here?

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