sid
@96siddharthshah
Director @areta_io | M&A, Capital Markets, Onchain Services
The launch of the @baseapp caught my attention for two reasons: trying to build a “super-app” in the West and its strong social focus. Both are tough nuts to crack, especially here where super-apps haven’t really taken off. @base is betting that mixing social features,…
The winds are shifting for @ethereum. While the price action has sparked plenty of hype, the real story lies deeper than just market moves. The @ethereumfndn is doubling down on a clear, actionable vision, which is the genuinely bullish signal here. The EF recently dropped a…
Token buybacks in crypto don’t seem to be delivering the results people expect. The funds used for buybacks could rather be used on growth initiatives. Crypto is a narrative-driven market right now, and buybacks may not clearly be the most positive NPV strategy. When you…
bitcoin was the idea, ethereum is the execution. the chart below tells the story. let’s dive in ↓
Lido is one of those rare crypto products that manages to be wildly sticky and successful without much fanfare these days. It owned a ton of mindshare a couple years back but now somewhat flies under the radar despite strong numbers. Looking at some solid metrics: @LidoFinance's…
For the promise of "Web3 Social" especially, the new @base app is a make it or break it moment. It's exactly what a lot of people hypothesised Web3 Social / creator-fueled social would be like. If it doesn't get critical mass, especially with the volume of Base users, then it may…
i like the base app. a lot. crypto natives might not like it because it doesn’t directly serve their needs (finding the next 100x). but it serves a larger purpose for the industry. it’s one step closer to showing the broader population what’s possible when you combine social…