William Mougayar (wmougayar)

I wrote a letter to the Ethereum community, with a key message to expand its ambition, elevate its products, and think far bigger than ever before. https://x.com/wmougayar/status/1996925400618860871?s=46&t=GZIuI3tdl0TSPv3FFAJllg

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Ethereum is the Internet of value. Connect to it, don’t compete with it.

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Valuing Ethereum like a corporation is the original category sin. It’s TCP/IP with a price. If TCP/IP had a token, it would have been the most valuable asset in human history. Ethereum is the closest we’ll ever get to that counterfactual.

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The Loire Valley: naturally back in fashion

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When evaluating the blockchain space, it is no different from the Web from an implementation perspective. It boils down to 3 interrelated segments: 1. Infrastructure 2. Services (on top of Infra) 3. Apps (on top of Services) Where are we in each (% readiness & completion) and which success / growth factors are key? 1. Infrastructure: Adoption, Tools, Openness, Performance. 50-70% 2. Services: Standards, Ease of Use. 10-20% 3. Apps: User experience, Value, Network Effects. 1-5% Some principles: Decentralization, Cost Effectiveness and Security are table stakes. Community is just a means to an end. Users matter more than community. Services must reach non-tech users, not just developers. Apps must bring something new we couldn’t do with Web2.

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These Web3 companies are embracing Web2 principles to reach users more interested in restaurant rewards than blockchains https://fortune.com/crypto/2023/12/15/web3-companies-web2-principles-blackbird-prime-warpcast-silks-converse-beans-code-sling/

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