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Alliance DAO의 Qiao가 최근 진행한 Podcast에서 한 발언이 매우 뜨거운데요, 요약하면 “이더리움 L2에는 유저가 없고 솔라나에는 있다. 같은 제품을 L2 / 솔라나에 빌딩하면 그 결과가 명확히 다르다. 내가 파운더들에게 솔라나에 빌딩하라고 이야기 하지 않는건 무책임하다고 느껴질 정도다” “이더리움 L2에는 유저가 없고 솔라나에는 있다. 같은 제품을 L2 / 솔라나에 빌딩하면 그 결과가 명확히 다르다. 내가 파운더들에게 솔라나에 빌딩하라고 이야기 하지 않는건 무책임하다고 느껴질 정도다” https://youtu.be/WRP85-n8k3Q?si=hNv48SNCMdIPxfum 실제로 지표를 보고 싶긴 한데, 확실히 앱 빌더 입장에서 L2에 빌딩하는 것 보다 솔라나에 빌딩하는게 본인들의 제품 효용성을 “실험”이라도 해볼 수 있기에 더 매력적인 옵션으로 느껴지는 상황인 것 같긴 합니다. 결국 앱이 원하는건 유저고 앱 빌더는 유저가 있는 곳에서 빌딩하고 싶어하니까요. 이게 Blast가 초기에 잘 되었던 이유기도 하고요. *Alliance DAO가 하는 Good Game 팟캐스트는 나름 날 것의 정보가 많아서 추천합니다.
On Consumer Crypto | EP 70
Imran and Qiao, together with Iljia and Richard of Tensor and Vector, sat down to chat about consumer crypto and more. No BS crypto insights for founders. Timestamps 00:00:00 Intro 00:00:57 Market Analysis 00:03:37 SBR is happening - David Bailey 00:05:22 Sovereign Wealth Fund 00:08:25 Government Impact on the Economy 00:09:46 "I'm glad Powell didn't cut" - Trump 00:13:39 DeepSeek 00:14:59 AI in Crypto Startups 00:15:47 AI Adoption and Future Predictions 00:19:38 Vine 00:23:19 App Tokens as Advertising Dollars 00:24:29 Future of Tokens in Startups 00:25:22 JellyJelly 00:26:45 "Clout" and "Tribe" 00:28:02 Richard and Ilja (Tensor) 00:28:17 Consensus Ideas and Vector's Direction 00:30:48 Photon 00:32:12 vector.fun 00:34:31 Vine vs. JellyJelly 00:36:44 Tokens as Go-to-Market Strategy 00:41:16 Tokenizing the World 00:43:23 Two Classes of Tokenization 00:44:54 Memecoins and Attention Assets 00:47:25 How Big is Vector Now? 00:49:24 Where to Find and Test Vector 00:49:59 Funny Tweet About Tesla's Earnings 00:52:17 Qiao's Annual Experiment 00:56:05 Shift of Developers from Ethereum to Solana 00:57:33 User Archetypes on Different Chains 00:59:46 The Final Form of Blockchain Technology 01:05:50 Coinbase's Strategy 01:12:53 Coinbase's Potential Issues 01:13:55 Vitalik's Shift in Community Engagement 01:15:26 "Blast should have been Hyperliquid" Ilja Moisejevs Twitter/X: https://x.com/_ilmoi Richard Wu Twitter/X: https://x.com/0xrwu Spotify: https://spoti.fi/3N675w3 Apple Podcast: https://apple.co/3snLsxU Website: https://goodgamepod.xyz Twitter: https://twitter.com/goodgamepodxyz Web3 Founders: Apply to Alliance: https://alliance.xyz Alliance Twitter: https://twitter.com/alliancedao DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.
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