the potential of social feed x apps x wallets x internet capital markets yet hasn't priced in *at all* for the majority 

we have 0.1% penetration vs web2 social. could be value prop, switching cost owing to algos/audiences already knowing you well, cost of switching social graph et al 

TBA, farcaster, zora have a strong premise/potent, but i can't pinpoint on the needlemover yet. i just know it won't be 9 reasons open social wins. it'll be one canonical reason (or feature?)

there is 100% something invisible about open social networks that's not obvious to the world yet (me neither)  

best believe if we find a wedge with insights & intuition, we'll don david's hat  

also keen to see if retail gets in to token launching and how // 

whether it's the ux of clanker or smthn else  

content coins will abstract all UX away from speculation (virtually invisible friction) but whether content coins find pmf like memecoins is the question

man I’m feeling the same way, I can’t exactly pinpoint it yet, but I got this intuitive feeling about all this I’ve gotten at other times in the space over the years, and I’ve learned to always trust that feeling