Consumer Crypto Thesis

My new thesis on successful consumer crypto apps

  1. Gives players the chance to win life changing money
  2. Has a limited ruleset and primarily relies on emergent market principles
  3. Empowers unbounded content creation
  4. Relies on content moderation and high-powered client indexing to manage vast UGC
  5. Uses known distributions, primarily Twitter, to gain new customers
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Token airdrops are an onchain game, not a new way to distribute capital.

NFTs are an onchain game, not a new way to distribute art.

Memecoins are an onchain game, not a new stock market.