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À long terme, la plus grande menace pour Btc n'est pas ETH
C'est CryptoPunks
Les deux étaient des NFT pionniers dont la valeur est largement dérivée de la valeur mimétique d'être les premiers
Avantages de Btc
- Première blockchain
- Premier memecoin
- Le pré-minage de Satoshi est probablement perdu pour toujours
Avantage de CryptoPunks
- Meilleure rareté (10k contre 21m)
- Plafond d'approvisionnement garanti contre le plafond d'approvisionnement des espoirs et des prières de Btc
- Peut être utilisé comme photo de profil, donc un bien de Veblen
Combien de temps avant que la capitalisation boursière de CryptoPunks dépasse celle de Btc ?
C'est CryptoPunks
Les deux étaient des NFT pionniers dont la valeur est largement dérivée de la valeur mimétique d'être les premiers
Avantages de Btc
- Première blockchain
- Premier memecoin
- Le pré-minage de Satoshi est probablement perdu pour toujours
Avantage de CryptoPunks
- Meilleure rareté (10k contre 21m)
- Plafond d'approvisionnement garanti contre le plafond d'approvisionnement des espoirs et des prières de Btc
- Peut être utilisé comme photo de profil, donc un bien de Veblen
Combien de temps avant que la capitalisation boursière de CryptoPunks dépasse celle de Btc ?
Voir la traduction
It's actually the opposite
This is a screenshot from a tweet from a rollup founder.
Rollups need to stop thinking that their tech differentiates them.
None of your tech is 10x your competitors, sorry. None of you. Not even close. We're talking percentage differences, not magnitudes. None of you are even trustless yet.
Ethereum doesn't have a BD team. Which means that we have 42 BD rollup teams that go talk to institutions and governments, and none close the sale because they all muddle each other's messages. The whole process sours some institutions on Ethereum even when ETH is obviously the best choice for them.
Startups and tech generally have traditionally underrated marketing. "The product should sell itself."
Ethereum is even worse about this. Vitalik is culpable for overrating tech and tinkering with the protocol rather than doing the hard work of figuring out distribution.
Ethereum needs to focus on winning. Real apps for real users.
This is a screenshot from a tweet from a rollup founder.
Rollups need to stop thinking that their tech differentiates them.
None of your tech is 10x your competitors, sorry. None of you. Not even close. We're talking percentage differences, not magnitudes. None of you are even trustless yet.
Ethereum doesn't have a BD team. Which means that we have 42 BD rollup teams that go talk to institutions and governments, and none close the sale because they all muddle each other's messages. The whole process sours some institutions on Ethereum even when ETH is obviously the best choice for them.
Startups and tech generally have traditionally underrated marketing. "The product should sell itself."
Ethereum is even worse about this. Vitalik is culpable for overrating tech and tinkering with the protocol rather than doing the hard work of figuring out distribution.
Ethereum needs to focus on winning. Real apps for real users.
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