Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
capradavis Profile picture
capradavis
@capradavis
Research @MessariCrypto | Buying tops, selling bottoms since ‘21 | NFA
Jun 13 • 6 tweets • 2 min read
1/ Crypto's Role in the Final Unbundling
Highlights from my recent Messari report.

A final unbundling is happening in software, and crypto will accelerate its financialization. We're in the early innings, and many people aren't paying attention yet. Here's the scoop 🧵👇:Image 2/ The final unbundling is a concept Ben Thompson wrote about in 2022. Major technological changes unbundle parts of a value chain from idea -> consumption. AI has unbundled the creation of ideas and their substantiation in many fields. This is now accelerating in software. Image
Nov 13, 2024 • 8 tweets • 2 min read
+300 million txs processed across +300,000 addresses. Not the stat you’d typically expect in onchain gaming. But, @PirateNation is built different (literally).

In this summary of my Messari report, we’ll dive into why Pirate Nation is set to become the first breakout FOCG.🧵👇 Image Fully onchain games (FOCGs) unlock tremendous creative potential. By putting game logic and state onchain, developers open a universe ready for novel gameplay mechanics, permissionless collaboration, and unique business models fueled by blockchain’s financial properties.