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Jesse Walden Profile picture
@jessewldn
Jul 2 • 2 tweets • 1 min read • Read on X
crypto product things i'm excited about for '24-25
(quick list, not exhaustive)

- mobile become the default
- stablecoin rails get good enough for global fintech adoption, accelerates institutional/regulatory validation
- surprising formats for prediction markets emerge
- nfts have another surprising evolution
- interplay btwn creator tools/token launchers gets more interesting/safer
- farcaster channels become wallets/daos, do weird/big things
- telegram leans into mini-apps/wallet/payments
- frames/blinks find a large-scale social mini-app; validates the 'headless' gtm as a way to bootstrap protocol/marketplace liquidity.
- data DAOs/tokenized marketplaces onboard net new users to earning tokens
- for crypto natives, real skin-in-the-game returns to token distributions, resulting in more loyal/engaged users/owners

• • •

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More from @jessewldn

Jesse Walden Profile picture
Jun 26
My tl;dr (paraphrase) on why @Hyperlane's AVS (via @eigenlayer) is interesting

1/ Hyperlane is focused on enabling the modular expansion of rollups. Rollups can use Hyperlane to permissionlessly connect to other rollups and VMs with fast/cheap bridging. With the addition of the Hyperlane AVS, any rollup, from any framework (e.g. OPStack, Arb, AggLayer, etc) can connect with any other—without needing to source liquidity or validator sets to secure that connection.

Why Hyperlane AVS for this? More below:
Canonical rollup bridges claim to be super secure (secured by Ethereum L1), but require a 7 day wait.

3rd party bridges improve on speed, but often sacrifice on security and connectivity to other rollups.
Hyperlane’s modular security architecture allows anyone to deploy a bridge and create a custom validator set (e.g. for example, using a rollup's native token for stake)

Those validators can observe and validate messages on any origin chain/rollup, enabling permissionless connectivity between chains validators observe.

If a validator signs a message not found in the chain’s block history (e.g. in an attempt to steal funds), it is committing fraud, and the message serves as evidence.
Read 7 tweets
Jesse Walden Profile picture
Jan 21
Headless Marketplace: a market leveraging global (onchain) identity, money, and data while distributing locally, wherever a users wallet already is (e.g. inside a Telegram group chat or Farcaster feed)
Most marketplaces are destinations: users have to travel to a website or open an app, signup for an account, put in a credit card.

With headless marketplaces, the destination is wherever the users attention already is—and increasingly, thats where their $ will be too...
Thats because apps where users spend time are increasingly integrating crypto wallets (e.g. Telegram, Reddit, Warpcast)

That means users identity, money, data, will travel with them, and the friction to transacting will become much, much lower as a result.
Read 8 tweets
Jesse Walden Profile picture
Nov 4, 2022
Will Web3 end up like traditional open source, where (application) protocols end up as open source commodities, and products capture all the value on top?

🧵
Last year I argued protocols that capture fees should buck against that future, and offered a strategy on how to do it:
Here’s an orthogonal thought that updates some of the thinking:
Read 16 tweets
Jesse Walden Profile picture
Aug 24, 2022
New post: Tokens are Products
variant.fund/articles/token…

👇 + 🧵
Products and tokens both require:

- Engineering: How does it operate?
- Design: How does the user navigate and experience it?
- Go-to-market: How should it be distributed?
Executing on these questions should be grounded in an understanding of user needs.

If great products optimize for excellent user experience (UX) in addressing these needs, great tokens should optimize for a great ownership experience (OX).
Read 8 tweets
Jesse Walden Profile picture
Aug 4, 2022
We've been longtime supporters of @Uniswap and its ecosystem growth @variantfund.

~2 yrs ago, we co-authored the first succesful gov proposal that led to the creation of @uniswapgrants.

Why I'm supportive of this proposal for a Uniswap Foundation as the next logical step👇
@uniswapgrants has successfully deployed $7M+ to >120 projects, helping add 4K new LPs, fund meaningful research, etc: mirror.xyz/kennethng.eth/…

But as noted in the original proposal, it was always meant as an MVP for something bigger.

If approved, that something could be UF.
The UF would serve a number of functions, including expanding the grants program, and providing deeper, hands on support for a decentralized ecosystem of developers, researchers, and governance participants

See the proposal for more deets: gov.uniswap.org/t/temperature-…
Read 6 tweets
Jesse Walden Profile picture
Aug 2, 2022
Achieving sufficient decentralization is a goal of many projects in web3, but how to do so has remained mercurial.

Excited to share a playbook for founders and lawyers, written by @boironattorney, advisor to @variantfund and Chief Legal officer at dYdX

variant.fund/articles/suffi…
First, some backstory. “Sufficient decentralization” was coined by the SEC’s Williams Hinman. In 2018, he argued the Ethereum network had become sufficiently decentralized because no single, identifiable, coordinated group drove the protocol or value of ETH.
While much has been written on the “sufficient decentralization” of protocols themselves, Marc’s piece covers everything else around the protocols: development, BD, marketing, IP, governance, etc. Sufficient decentralization of off-chain activities. Image
Read 13 tweets

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