utkarsh
@solarpunkmaxi
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On a mission to unlock upward mobility for every person on Earth.
Joined November 2016
Seems like the end game for many but i dont think any single chain will win here. Maybe wrong but the layer sitting on top of chains might end up doing the best job. Biased cuz building
The best exchange will be @solana Onramp SPL-USDC directly from Cash App or Revolut or SoFi or Fidelity Send to Meridian or Solflare or any Solana wallet Buy any cryptoasset, stock, ownership coin, yield coin, meme
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Seems like everyone in crypto in enroute to building the everything dapp or maybe its just my algo programming me
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Why does it look like instead of Aggregating all chains, POL decided to split into 6-7 chains and then aggregate them. Branding, value creation, tech differentiation or something else ?
Polygon for Payments Katana for DeFi Miden for Privacy Billions for Identity Sentient for AI Immutable for Gaming Redacted for RWA Polygon Agglayer to bring it all together
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All brain power unfortunately getting sucked into creating more and more sophisticated gambling apps. Nihilism at its peak when everyone (app builders, chain founders, VCs) thinks this is what crypto is best suited to do. Easiest way for apps to earn fees , chains to get
crypto won’t attract top talent if it stays on its current path. top devs don’t want to build gambling apps. need to refocus on what matters: freedom, privacy, government resistant money.
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We are ready to go mainstream. Provide the best that defi has to offer w/o user ever knowing the rails it is operating on
consumer defi is my bet for 2026 - yield apps - neobanks - payments you take crypto biggest PMF and package it for everyday people
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Distribution moat is largely dependant on the assumption that user is lazy and switching costs are high but that is also getting severely challenged. When the Googles, Ubers and Open AIs arent safe…none of us have the luxury of sitting on our laurels. Only moat is shipping
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10% of Americans holding ~ 90% of the wealth. Could be problematic
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It appears as though INR backed stables will finally become real by Q1 2026. Genius Act was def the forcing function here, no ascending country can afford to cede the on chain economy purely to $ hegemony. Looks like the early targets are remittances, cross border business
More from the article 👇 📌 ARC is India’s way to protect its monetary system by reducing the shift toward U.S. dollar stablecoins and keeping liquidity and innovation inside the country. 📌 Built by Polygon and Anq, it functions as a regulated private layer for payments,
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There is no substitute for making revenue. Only way for your token to survive beyond hype. Hyperliquid
Here's an infographic illustrating how tokens trade after an airdrop. 90 days after the TGE, only 7 out of 61 tokens observed in this study showed a price increase. And then you ask why everyone's selling at TGE?
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As long SOVs are purely digital, they will be meme driven and all memes have a shelf life. Real estate & gold might be the only two that stand the test of time
@himgajria it doesnt have to replace it, why cant multiple SoVs exist? People use different SoVs in reality depending on their circumstances ranging from Gold to real estate to art Internet reduces friction and increases abundance, we can have several SoVs
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There is over emphasis on the tech part of money rather than the design/impact part of money in CT imo. Tech is a means to an end, not the end. Love to see more experiments in how we can design new kinds of money using all the latest tech while incorporating signals from our
In 1971, money changed from a natural system (gold) to a socialist system (fiat). Crypto is tech to replace socialist money with a free-market system. Market systems are inherently competitive and as tech evolves, new monies will continue to emerge to challenge existing ones.
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You will do everything before landing up on meditation, i dont make the rules. Funny how life is designed
I am sorry, a spouse, soulmate, job or kids will not complete you. Only meditation will help you realize that you just are whole
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only way for billions to actually benefit from crypto w/o realising its crypto
hint: neobanks are the way we (actually) reach the next billion
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Industry is maturing, will need to seriously adjust priors if you intend to stick around Focus finally moving to revenue because of @aave @HyperliquidX @SkyEcosystem @Pumpfun @ethena_labs etc is def a net positive for the space, no more vapourware to billies (smart money always
Many reasons for this: - institutions have captured a lot of the value - narratives are "boring" (RWAs, stables, tokenization) - alts continue to bleed against btc - revenue "meta" is forcing the entire industry to matrue and get rid of easy money - vc's nuking all their unlocks
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You know you are a founder when you do all this across verticals without realising you are doing so
CMOs having to manage Narrative Branding Product marketing Content Social media Co-marketing with partners User acquisition channels Cross-team collaborations Team’s tasks & workload Ever-changing marketing calendars Community marketing Agency collabs Brand awareness via KOLs
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As an industry we finally seem to be in a position where all the innovation in the finance portion of crypto has matured to the extent that it can genuinely ADD VALUE to common hoomans life w/o romanticizing the tech stack it operates on. Earn Borrow Spend Send Invest Trade
Why Polygon’s Value Comes From Utility — Not Just Payments Every time a new partnership is announced, someone asks — “But how does this add value to Polygon?” They look at gas fees and think that’s the measure of success. But Polygon’s value isn’t just in the number of
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All these yrs in crypto and i still dont understand how/why a gas token for distributed ledger tech has the potential to ever become a SoV. Is it because BTC psyop succeeded ? Given all thats actually necessary for Life on Earth to exist, one would imagine this sapien
personally I think "L1 premium" will always be somewhat of a thing--since L1s are self-sovereign, the gas token of an L1 has nonzero chance of breaking out as SoV/money rather than just being a gas token, and this should be priced in at least slightly of course, an L2 token can
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Felt seen after going through this one
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