Seed

@0xDipo ICP?

I had a back-and-forth with an agency owner recently. He’s trying to place me as an SMM for a web3 project with an actual real-world product. He trusts my work, he’s seen it over time. But the brand asked for a case study. And I pushed back. Not out of ego, but because of a pattern I keep seeing: Big brands keep using case studies as a shortcut for competence. But here’s the truth: Case studies don’t prove someone is great for this job. They only prove they were right for a job. Two completely different things. You don’t hire for history, you hire for alignment, for the present. So instead, I told him this: Before I build any strategy or think about growth mechanics, I need to understand what we’re working with, not the polished marketing version, but the honest truth. Set up a 3-way call. You, me, and the team. Let me ask the real questions: • Who’s our ICP? • What do the funnels actually look like (TMB)? • What’s the true differentiator? …and a lot more beneath the surface. Because without that, any “strategy” is just guesswork dressed up nicely. But with it? I can design something tailored, grounded, and built to actually work. That’s the difference. Not what I’ve done before, but how I think before I do anything at all.

@herz0g fair enough.

more of this

no one, i mean absolutely no one preaches stablecoin banking as well as @0xNairolf does. an absolute legend. and no, 0 glazing here.

@AriEiberman @owlsquid @phantom maybe some custodial security? 😂

I was wondering, even before having the card, I was testing the cash part, and because I tested with very low nominal values, it made no sense. Look at what happened: I sent $1 to the $cash tab. Then I withdrew it and it was hit by a 75 cent cost. So it wasn't so smooth after all, my first impression, i mean. If phantom self-custody here, why do you need to slice my balance when I withdraw it? Still, public ledger, isn't it? or did the app give me some sort of custodial security or anything beyond just indexing my wallet balance?

Anyone with a @phantom friend who can unblock me to test the “Neobank” UX card for a full honest review?

gm. 🌱

what i’m about to say might mess up your mind a bit. But the truth needs to be told. reality is, a lot of “traction” in this space is rented. Incentives, airdrops, campaigns. Turn it off for a week… and you see what’s real.

@EricOnchain imo, top 5 honest take the space needs. literally everyone and their grandma celebrate merchant count or rails ownership in isolation, but you nailed why neither alone is enough build.

Nobody has fully cracked crypto payments yet. Real progress exists though Some projects have merchant count through card networks. Others own their infrastructure but can’t concentrate adoption in one place. The pieces are there, they just haven’t come together yet. Crypto payment adoption needs two things at the same time: - Density, enough merchants in one area that paying with crypto becomes routine. - Ownership, where the merchant relationship is yours and the rails are yours. Getting one without the other gets you halfway. We’re building Moca to close that gap. Not there yet. But the architecture is designed for both, and once it starts compounding, it becomes a very different conversation.

@EtherfuseDave never gets old 😂 they only want to know your entire business model plus info on how their port can eat you

Me: Actually, we're not raising right now, but sure, if you just want to chat to get to know each other before a future round, I'm happy to chat. VC: Totally, that's exactly what I'm thinking. Anyways, how much money do you make, how do you make it, who are your customers, and how would my portcos compete with you if they wanted to pivot?

@degenarcher28 Kinda weirdly glad you didn’t post my first drafts on X 🤣

this is inside an actual resume shared to me we probably need BTC at 10k, ETH at $200, SOL at $5

@0xave @therollupco @EthCC @robbieklages @andyyy love it !

@loreseedx @therollupco @EthCC @robbieklages @andyyy Hoping they release the full session soon! Will link here

Spoke about new areas of growth and emerging opportunities for builders across Ethereum, Solana and Tempo over at @therollupco during @EthCC Thanks for having me on @robbieklages @andyyy

@mbaril010 counting down with you on ARK I

Can’t wait for this to be available.

this honestly feels like the natural evolution of online learning in the Claude/Anthropic era. instead of just watching, you’re conversing with an instructor who knows the syllabus. building the white-label widget seems to me like the obvious first step, someone’s def going to ship this fast

Here's a startup idea I had while going through some of @AnthropicAI's courses Every online course should have an Ask AI instructor on the side bar You could easily build a white label Ask AI widget for any online course to dropin and use

@Build_with_Ryan imo, the fine line is everything. persistence has evidence (even small); delusion runs on hope and narrative. i’ve nailed this by keeping a brutal ‘weekly review’ for myself, it forces the honesty a lot of people avoid.

How long do you give an idea before you kill it? The best founders have stories of sticking with things that looked completely dead. But there's a fine line between persistence and delusion. How can you tell which state you are in?

@0xshei it’s quite unfortunate the irony keeps getting noisier the more we scale. web3 still runs on trust at every critical layer including custody, teams, partnerships. etc. new blood neobanks and infra has to treat reducing that trust as the core engineering problem

The irony of web3, is how much of it still runs on trust

@byteHumi i’m guessing that old setup photo was peak “21-year-old founder cooking” energy, at least the product velocity you’re showing now is clearly worth the trade-off

really missing my old setup ;(

@AriEiberman so yeah no doubt, the stablecoin use case writes itself when you compare it to TradFi’s fee structure. 3–10% per transaction is too insane in 2026. Anyone building in LATAM or emerging markets already knows this is the killer app

meanwhile this is happening in tradfi payment apps. Stablecoin naysayers: what is the use case of stablecoins 🤡

@Steffan0xd @SimkinStepan @toly 😂

@SimkinStepan @toly Calling it fiat-first feels like a stretch when the whole point is moving away from that legacy mess.

Meow is the only fiat-first business account that does this. Stablecoin-first companies (like Altitude) do this by default since they recognize that most corporate balance sheets in the future will be held in stablecoins and are positioning accordingly. Smart move by the Meow team and not so smart, shortsighted move by most others.

@SimkinStepan actually, this is the exact strategic split happening in corporate treasury right now. fiat-first teams that go 0 bps on stable ramps are playing a longer game imo, because the future balance sheet is stable-first whether legacy players admit it or not. smart callout btw

@frank_liquid @liquidtrading “make something people want” really hits different when the want is *that* strong. plus, moving countries for leverage is next-level desperation. grats on building the thing that made him stay put

just met a guy who wanted leverage so much he considered moving to a different country then he discovered @liquidtrading this is why i started a company to make something people want

@byteHumi obsessed with this. They don’t even know their own DAU because they refuse to track it 😂 Proof that the highest-leverage move right now is building something people love so much you don’t need the usual startup rituals. Small teams cooking in 2026, bullish

obsidian the company hired its CEO from its own Discord server and the founders publicly said they plan to never grow past 10-12 people, never take VC, never collect analytics they literally don't know their own DAU because they refuse to track it