They say the real alpha in conferences is in side events where you meet people.
Here’s what people were talking to me about at the side events, over cocktails and dinners at Mainnet @MessariCrypto 🧵
Here’s what people were talking to me about at the side events, over cocktails and dinners at Mainnet @MessariCrypto 🧵
1/ RISE OF LAYER 1
With $SOL crossing $8B in TVL, $AVAX rocketing to $3B, and $LUNA at $8B, alternative ecosystems are no longer dismissed as vaporware.
They are by and large accepted as parallel solutions to scale throughput for an increasingly mainstream audience.
With $SOL crossing $8B in TVL, $AVAX rocketing to $3B, and $LUNA at $8B, alternative ecosystems are no longer dismissed as vaporware.
They are by and large accepted as parallel solutions to scale throughput for an increasingly mainstream audience.
2/ CROSS CHAIN
@axelarcore was a sponsor at the event, but I’ve had a few conversations about @ConnextNetwork @LayerZero_Labs as well.
Multi-chain, which was contrarian 3-4 years ago, is now consensus and the attention is shifting to cross-chain bridges.
@axelarcore was a sponsor at the event, but I’ve had a few conversations about @ConnextNetwork @LayerZero_Labs as well.
Multi-chain, which was contrarian 3-4 years ago, is now consensus and the attention is shifting to cross-chain bridges.
3/ NFTs
Went to a crypto event where majority was art folks. NFTs are no longer an esoteric token standard but are now fully integrated into the mainstream modern art conversation.
Some newcomers seem conflicted about blockchains’ climate impact and mint cost on Ethereum.
Went to a crypto event where majority was art folks. NFTs are no longer an esoteric token standard but are now fully integrated into the mainstream modern art conversation.
Some newcomers seem conflicted about blockchains’ climate impact and mint cost on Ethereum.
4/ GOVERNANCE
What was a meme in 2017 is now a real challenge. As multiple 8-9 figure DAOs emerge, tooling for effective governance and treasury management is top of mind.
Friends @derek_hsue @0xkaito @dillchen are building the future DAO stack. Check them out!
What was a meme in 2017 is now a real challenge. As multiple 8-9 figure DAOs emerge, tooling for effective governance and treasury management is top of mind.
Friends @derek_hsue @0xkaito @dillchen are building the future DAO stack. Check them out!
5/ DEFI
DeFi is the least discussed topic, which also means it’s my favorite time to invest.
General boredom and disillusionment for lack of new primitives in DeFi, but acknowledgement of familiar DeFi primitives bridging to other chains.
DeFi is the least discussed topic, which also means it’s my favorite time to invest.
General boredom and disillusionment for lack of new primitives in DeFi, but acknowledgement of familiar DeFi primitives bridging to other chains.
6/ DEFI (cont’d)
Imho the next catalyst for DeFi comes from treasury management for the increasingly large DAOs, and unlocking the value of staking via derivatives (that’s why I’m invested in @LidoFinance)
Imho the next catalyst for DeFi comes from treasury management for the increasingly large DAOs, and unlocking the value of staking via derivatives (that’s why I’m invested in @LidoFinance)
7/ REGULATION
It’s an open secret now that the SEC served at least one DeFi founder at Mainnet.
General sentiment: contrary to market move, no one seemed concerned. Perhaps 1. self selecting crowd (vets know better), and 2. Gensler been telegraphing for a while
It’s an open secret now that the SEC served at least one DeFi founder at Mainnet.
General sentiment: contrary to market move, no one seemed concerned. Perhaps 1. self selecting crowd (vets know better), and 2. Gensler been telegraphing for a while
8/ TRAD TECH
There’s a noticeable wave of engineers from Big Tech present at most of the events. The average age is also quite young (22-25).
I’m used to being the youngest person in the crowd, so it’s a welcoming change.
There’s a noticeable wave of engineers from Big Tech present at most of the events. The average age is also quite young (22-25).
I’m used to being the youngest person in the crowd, so it’s a welcoming change.
9/ ALLOCATORS
I probably underestimate the amount of capital waiting to enter the space by a 1 order of magnitude.
Non-crypto native funds/analysts are very present and eager to learn.
I probably underestimate the amount of capital waiting to enter the space by a 1 order of magnitude.
Non-crypto native funds/analysts are very present and eager to learn.
All in all glad to have met Twitter friends @Daryllautk @wvaeu @n2ckchong @pplpleasr1 @RyanWatkins_ @derek_hsue @SplitCapital @CL207 + more irl.
The energy is unmatched and I’m excited to back the next generation of builders.
The energy is unmatched and I’m excited to back the next generation of builders.
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