Petr Martynov
@petr_martynov
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Head of Growth @morningstar_vc It's all about #crypto #marketing #growth DYOR/NFA
Dubai
Joined August 2020
while most of Solana’s current cycle traction came from memecoins, trading, and culture: the next real leg of growth is 100% around RWAs + stablecoins. without that layer, the whole “internet capital market” narrative can’t really scale in a sustainable way. also, the first
I wrote a few thoughts on where Solana’s capital markets are headed and why RWAs, stablecoins & BTC will drive the next wave of onchain growth. We’re building Saros right at the center of it. https://t.co/ytfcAU0yIi
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while the market was melting this weekend, i decided to touch some grass and play a few hands with the most creative merch i’ve ever received in crypto: a poker set from @SonicSVM 🃏 proud supporter of $SONIC! Keep building @kinsadurst @Chrizhuu and team 🔥
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A few months ago, I shared my perspective on the market share competition between DEXs and CEXs, predicting a reversal around 2028. I believed a specific catalyst would be needed to trigger this shift. I’m now convinced that the recent system failures and opaque liquidation
DEX just hit 25% market share, and I predict DEXs will overtake CEXs by 2028. 📈 Past drivers (got us to 25%): *Solana meme coin frenzy * CEX regulatory crackdowns * Wallet UX revolution 🚀 Future drivers (→ 50%+ by 2028): * Institutional DeFi adoption * AI autonomous trading
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truly stablecoins supercycle. i think on-chain neobanks will be one of the next big narratives (starting with @Plasma)
We take crypto too much for granted. I just sent $2k USD to someone without knowing their real name or where they live. No bank called me to ask why I was transferring this money. No fees for international transfers. The transfer was completed in seconds. That's the real bull
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What did we do in Singapore last week at Token2049? - Teased @EpicOnChain’s upcoming crypto card => launching soon with $XRP cashback and availability across 150+ countries, bridging digital assets with real-world payments. - Proved that web3 gaming is thriving: @GUNbyGUNZ
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Yzi Labs, @cz_binance and @binance are literally telling you they’re going to make $BNB the center of their ecosystem. They’ve designed multiple flywheels for utility, revenue and deflation. 🏋Tldr: instead of longing Dinos, memes and PvP L1s where teams use you for exit
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Shard Brunch with @oasyschain and @Morningstar_VC was a blast. Builders and frens talking IPs, games, and RWAs… and yes, I might’ve enjoyed the food and drinks a little too much. ☕ Community + good convos always hit different.
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Great times in Seoul during Korean Blockchain Week and the Seoul Investors Forum. Beyond the packed crypto agenda, it was refreshing to step outside the web3 echo chamber and connect with founders and investors from AI, robotics, and medtech
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If you believe we are still in a bull cycle, and October/November is gonna be good then SOL sub $200 is a gift. Nothing fundamental has changed with SOL except more bullish news. fwiw I am a buyer sub $200
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South Korea stats are wild. - 2nd most paid chatgpt subs behind only the US - More Korean Won traded against crypto than USD - # 1 YouTube video of all time, # 1 boyband, # 1 rated movie, # 1 most viral soundtrack, # 1 show on Netflix From @storysylee opening presentation.
Massive turnout in Korea Livestreaming our Origin Summit with @StoryProtocol for the next several hours with huge names in Korean IP and entertainment speaking. Blockworks gone global.
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🟣 🟣 Wormhole is announcing the next major chapter for the $W token with the release of upgraded W 2.0 Tokenomics, including: - The Wormhole Reserve - 4% Base Yield on W - Unlock Optimization Read more ⤵️
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We’ve always believed attention is the most powerful force in the digital economy. Today, Sonic is bringing that belief to life. Introducing the ACM Protocol Upgrade: the programmable attention network for infinite capital markets. ⚡ Visit: https://t.co/305cGBMSFU 🧵1/6
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Apparently, if you exclude stablecoins and L1s, most of the revenue is generated on Solana now
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Is this the moment we’ve been waiting for? Altcoin Season Index: 78.
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Once teams recognize the difference between web2 and web3 revenue models & PMFs, their GTM lens shifts: a) build direct relationships with whales & power users b) prioritize thoughtful BD c) adapt product to liquidity rotation trends
the biggest mistake i see crypto app builders make is thinking they need to scale like web2 apps. every successful crypto app disproves this. pump, hype, polymarket, aave, uni, ethena, etc. every one. there’s a very simple reason. crypto apps can do something web2 apps can’t:
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bro think about it, women are the original VCs - believe in you pre-revenue - come in for the seed - encourage you to raise your burn and increase headcount
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Spoke to many teams, and it feels like this year projects go hard on KBW but only lightly on Token2049. Long Korea / Short Singapore?
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My small take on “KOL lists” after another internal sheet leak: Since I started doing marketing for web3 projects in 2019, the first question I always hear from teams is: “Can you share your KOL list?” This creates negative dynamics for both sides. a) Agencies / managers: -
if you pick your 'KOLs' off a list on a google sheet, you're ngmi
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This is how web3 adoption really looks. Proud to see @CudisWellness there.
You can basically LIVE on Solana Phone? - @solanamobile SIM card? - @helium Stocks? - @xStocksFi Gaming? - @playsolana, @_portals_ Wallet? - @solflare Debit Card? - @KASTcard, @solflare etc. Savings? - @uselulo Fitness? - @moonwalkfitness Health? - @CudisWellness Real Estate?
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