ElCryptoChapo

Hot take: If you need a 27 post long X thread to explain why your project is revolutionary, your product probably sucks..
Good products don't need manifestos.
They need USERS who can't imagine going back.
Lesson in that.

Regulatory clarity doesn't just reduce risk.
It creates a two tier market where compliant projects get institutional access & everyone else fights for retail attention.
The Clarity Act's 'non ancillary assets' classification shows what's coming: tokens that meet standards get exchange listings, ETF inclusion, institutional custody. Tokens that don't, get left in the DeFi only tier.
Projects positioning for compliance now aren't playing defense. They're securing access to capital pools that won't touch anything without clear regulatory standing.
Verification isn't insurance against regulation.

gm.. Happy Wednesday!
If you’re not a little lost, you’re not leveling up.
Growth feels like doubt & discomfort.
Comfort is rot, and it shows.
Winners move no matter how uncomfortable they feel.
Keep going!

AI agents are a newish narrative and everyone's still rushing to slap "AI powered" on their project.
Most of it is bs.
Here's what actually matters:
AI doesn't make a bad product good. It makes a good product faster.
If your core value prop is weak, automating it just scales the weakness. You're not building better UX, you're building faster garbage.
The projects winning with AI aren't the ones screaming about it. They're the ones using it to remove friction nobody else solved.
Build tools that solve real problems. Use AI to make them 10x better. Skip the narrative farming.

2020: Farm airdrops, make money
2025: Farm airdrops, lose money & time
Everyone's complaining the game got harder..
Good!
The space needed to filter out people who were just clicking buttons.
Now it actually requires building a reputation, understanding products, & having conviction.
If you're mad that mindless farming doesn't work anymore.. just remember the real builders are fine with fewer tourists.

Most tokens dump post airdrop but drive massive onchain growth.
Uniswap, Arbitrum, Hyperliquid all followed this pattern.
Price down, activity up. Sounds backwards until you realize token distribution IS user acquisition, not an exit event.
Projects that focus on building through the dump & maintaining solid infrastructure are the ones that survive long enough to see the next cycle.
The ones that disappear after TGE never had real infra anyway.
Token price is a lagging indicator..onchain activity is the leading one.

GM to the 36,401 tokens that'll be created this week.
GN to the 36,238 that'll be dead by Friday.
Only 1 in 145 tokens even make it to graduation, & half of those die right after..
Lesson in that

Hot take: both "built to last" & "built to sell" camps are optimizing for the wrong outcome.
One group's building for community theater. The other's building for exit liquidity.
Neither's building an actual business.
The tokens that survive aren't the ones with the best governance or the smoothest founder exits.
They're the ones where people use the product because it solves a problem they're willing to pay for. Whether the token pumps or dumps.
Revenue beats speculation. Every time.
When your business model works without price action, the token becomes a multiplier instead of life support e

gm
Remember, presence comes before productivity.
You need to show up at the gym about a hundred times before you start noticing a difference in your body.
You need to study and practice a skill for about a hundred hours before you can properly use it.
You need to put at least a thousand hours into a business before it earns even a livable amount of money.
Results lag behind action. Sometimes, that lag is months. Other times, it's years. Expect that. Keep showing up anyway.
Consistency is key.

Most defi founders optimize for launch day hype alone
Almost always the wrong move ..
Here's what actually separates projects that survive from the projects that disappear in <90 days:
You can't fake trust at scale.
Every founder thinks they need the perfect token launch, the biggest influencer partnerships, the most aggressive marketing push..
But trust doesn't come from volume. It comes from consistency!
The projects still standing years later? They documented their decisions publicly.
They showed up when things broke. They answered hard questions instead of hiding behind community manage

Late gm!
Happy hump day 🦾

Hot take: memecoins aren't the problem with crypto. They're a symptom.
The real issue is that we've convinced ourselves that speculation is the same thing as building.
Memecoins are honest about what they are. Pure speculation, pure entertainment, zero pretense about utility.
The actual problem is utility tokens that are just memecoins with extra steps & a fake roadmap.
At least Dogwifhat doesn't pretend it's solving world supply chain logistics.
If your "utility token" has no revenue model, no actual users, & a roadmap that's just "partnerships TBA," you're not building utility.
You're buildi

Only people with kids understand

Projects that publish their treasury addresses publicly don't do it for marketing points.
They do it because transparency under stress builds more trust than promises during pumps.
When liquidity dries up & holders start asking questions, teams with public wallets just point to the blockchain. Teams without them start writing long explanation posts nobody ever believes..
Trust works best when you build it before anyone demands it!