Devin Baker

Fundamentally, I consider ETH to derive most of its value from being a global, permissionless store of value, and while it is engaging to discuss the value accrual story as it relates to scaling of the ecosystem, long-term user and developer growth should take precedent over short-term focus on token mechanics. The rollup-centric roadmap makes a... See more

As the hero, you get to stand up to those notions and reframe who you are. You get to teach those around you about who you have become. And this last phase—the landing, the integration, the return—cannot be avoided. Because if you refuse to return home, if you refuse to integrate, then your life just gets heavier. You end up with all of this... See more

Only once you are outside of this box, the appreciation for true optionality increases dramatically, where one can consider 60/40 approach in characteristics such as below:

Typically venture funds won’t invest in direct competitors to a portfolio company to avoid conflicts of interest (this decouples at the latest stages of private investment, but typically not series A/B/C). This means that venture firms will invest in only one company within a competitive space, even if the space is big enough for multiple... See more

Based rollups use the L1 for consensus, data availability, and settlement layers, while handling execution independently.

Then came the mobile revolution. With the release of the iPhone in 2007, the internet became ubiquitous, accessible anytime, anywhere. This gave birth to a whole new wave of mobile applications, social sharing platforms, and real-time services, like Instagram (2010) and Snapchat (2011). The web had evolved from a desktop experience to a... See more

At any given time, you’re either pre–heavy thing or post–heavy thing . You’ve either made something weighty already, or you haven’t. Pre–heavy thing people are still searching, experimenting, iterating. Post–heavy thing people have crossed the threshold. They’ve made something of substance—something that commands respect, inspires others, and... See more

In parallel, key performance indicators (KPIs) will shift. The crypto industry’s focus will transition from speculative token trading and Total Value Locked (TVL) to more adoption-driven metrics such as daily active users (DAUs), transaction volumes, and user retention. Projects that align their growth strategies with user-centric KPIs will gain a... See more