Lyron
@lyronctk
founder @SeismicSys // it's a baaad day to be a server rookie years @stanford @google
> Crypto is for payments and defi > Crypto is for making markets Accurate when we were small. Now similar vibe to “internet is for communication” Crypto's already delivered a handful of differentiated user experiences. Many more to come WOOO
Stablecoin deal of a lifetime
cloudflare just broke the internet's business model. they launched "pay per crawl" websites can now charge ai crawlers for scraping content. instead of "block all bots" or "let them steal everything," there's option 3: "pay me." why this is a BIG DEAL: every SaaS has valuable…
<Story’s Chapter 2: AI-Native Infrastructure for the $70T IP Economy> Today, we’re sharing what’s next for Story. We call it Chapter 2, which includes expanding verticals of IP tokenization, flipping the licensing model, and an evolution of our infrastructure to meet the most…
The distributed workforce ideal is still a major psyops in crypto We 10x'd in productivity when we went fully remote -> fully in person As far as I can tell, the #1 reason is that sending someone a message on Slack feels bad but tapping them on the shoulder feels good
Info asymmetry in a market is tough to balance Too little and you discourage competition. Too much and bad actors to go wild But TEEs get the best of both worlds. Participants prove good behavior without losing edge (eg @coinwatchdotco) TEEs ==> a more fair financial system
Many teams build their own consensus clients They do it even though it isn't their core competency. Example: @PlasmaFDN with PlasmaBFT Huge waste of resources for all cases like this Why does this happen? It's because the EVM doesn't have its own "CometBFT". Now it does!
Introducing Summit, a consensus client for Reth.
Others acquiring companies. We're acquiring gongs Improvements in business outcomes are comparable
Sneak peak into the next generation of crypto ads - normal aesthetic, no hyper-stimulation dopamine bomb - easy value prop, "free phone plan" - zero indication that it's crypto @helium_mobile cooked
Thrilled to share that I’ve joined @reflection_ai! We’re building superintelligent autonomous systems by co-designing research and product. Today, we’re launching Asimov. As AI benchmarks saturate, evaluation will increasingly live inside real-world products that are…
Engineers spend 70% of their time understanding code, not writing it. That’s why we built Asimov at @reflection_ai. The best-in-class code research agent, built for teams and organizations.
Pump has insane leverage over Solana. Fat app thesis is looking strong It's likely that chains will start acquiring their top apps before they get too expensive
Yeah a chain's moat is not with users or liquidity, but it's not in product or interop either Moat is 100% at the social layer. Does building on your chain let new devs talk to big - founders in similar verticals? - off-chain providers (e.g. ramps)? - VCs that like the chain?
Phantom launching Hyperliquid perps is a huge blow to Solana's perceived moat as a pool of users and liquidity The reality is L1s are b2b products and their moat will be being the best product for developers and amassing an ecosystem of apps and GDP that requires secure interop
I can confidently say that I'd fail the monstrous interview process for my own startup
Web2 privacy is picking up in popularity, mainly because it's what people want Mass market users want to - use blockchains in everyday situations without blasting their finances to the world - have assurances that their funds are clean and are willing to share data to do it
The unique thing about @alliancedao's founder community: the really successful people actually help you out In most cases, really successful people can't make time to help me (random schmuck), which is super fair But Alliance founders always do & it's game changing
I'm a highly motivated user that wants to replace my Chase checking account with a stablecoin account But I can't find a product that lets me - Receive my salary straight from Gusto - Spend with Apple Pay at any store - Pay all of my bills (rent / internet / etc)
Crypto's becoming high status again (ty stablecoins) Just this week, Seismic has had - Discovery calls with regular saas companies - Job applications from people at banks First time in a while that folks from either of these groups have wanted to chat
New batch of startups for undercollateralized lending (eg @3janexyz) Many are skeptical because Maple and Goldfinch didn’t work. What could make a difference this time? a) First party underwriting. The company itself assesses creditworthiness of borrowers b) Good credit…
Americans will probably never feel the impact of yesterday's Shopify developments But it's a game changer for stores affected by volatile currency or low card acceptance The numbers in these regions likely to explode in the coming years. LFG global entrepreneurship
Crypto’s fintech era in full swing Every week I hear about more products w/ consistent MoM growth, uncorrelated w/ markets They serve financial use cases that’ve existed for centuries, but with better coverage & cost using blockchain rails So exciting to be building right now