Greenfield Capital is Europe’s institutional-grade digital asset investment firm – providing investors with the full spectrum of exposure to the space.
Jan 9 • 8 tweets • 2 min read
1/ Recent DeFi launches followed a surprisingly narrow GTM playbook. We analyzed large-scale protocol launches to understand what actually drove early TVL and why most of it failed to persist. @gleb0x
@iholdspot 2/ Across cycles, early traction was not driven by product readiness. It was driven by GTM design: capital coordination, narrative timing, and mechanisms that minimized perceived risk while maximizing upside.