Regan Bozman @reganbozman
💰 @lattice_fund 🕛 @dovemetrics @CoinList @AngelList lattice.fund San Francisco, CA Joined January 2011-
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100p true and why i think so many visitors leave with bad impressions of sf stay outside of union square/soma and you will have a 10x better time
100p true and why i think so many visitors leave with bad impressions of sf stay outside of union square/soma and you will have a 10x better time
excellent thread
2. Consumer apps are quietly eating Infrastructure Distribution is king. x.com/reganbozman/st…
2. Consumer apps are quietly eating Infrastructure Distribution is king. x.com/reganbozman/st…
CrYpTo HaS nO UsEcAse🤦 Karate Combat is the first (but not last) pro sports league governed & gamified by crypto. KC is held by an ownerless and governed by the $KARATE token holders. The league is the hottest growth story in all of MMA, and yo it looks like this.
I am officially challenging @blknoiz06 to a Karate Combat fight in September so he has a chance to attempt a redemption arc through my redemption arc. There can only be one sultan. And the #SolanaSoldiers know who their champion is. $SOL
Fat Protocol Thesis: 2024 REDUX What if the apps were the protocols all along…
Fat Protocol Thesis: 2024 REDUX What if the apps were the protocols all along…
Cyber L2 is going to be the home for onchain social. If you're a developer, get in while it's still early! Mainnet soon. 😈
Cyber L2 is going to be the home for onchain social. If you're a developer, get in while it's still early! Mainnet soon. 😈
Very interesting thread.
Good thread.
Jason Choi @mrjasonchoi
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@QwQiao I've been actively thinking about the infra vs dApp issue and have come to a similar conclusion. There is an interesting thread by @reganbozman that discusses this in depth, including the possibility of dApps vertically integrating. x.com/reganbozman/st…
17/ And now they're rolling their own social focused L2 with a native AA wallet + no seed phrases Purpose built L2 for social apps and you can tap into their large userbase on day one Will be a no brainer for more social apps to deploy here x.com/CyberConnectHQ…
excellent thread
21/ These tokens all have strong communities and a solid base of token holders who have a relatively low cost basis What are these fabled crypto communities we always talk about? IMHO: Community means making money with your internet friends
2. Consumer apps are quietly eating Infrastructure Distribution is king. x.com/reganbozman/st…
25/ This markets seems to be much more selective and favors stories that are easy to tell What's a better meme? We're a better L2 bc we use zkEVM and 10x faster DA blah blah OR We are the leading social app with 250K MAU's and we are building the L2 for social
@reganbozman agree apps will capture value. value naturally moves up the stack overtime
@reganbozman Would love to riff on this. I have some conflicting thoughts but might be missing something from your POV. Especially when you consider shared infra and liquidity distribution. Sent a DM.
CrYpTo HaS nO UsEcAse🤦 Karate Combat is the first (but not last) pro sports league governed & gamified by crypto. KC is held by an ownerless and governed by the $KARATE token holders. The league is the hottest growth story in all of MMA, and yo it looks like this.
I am officially challenging @blknoiz06 to a Karate Combat fight in September so he has a chance to attempt a redemption arc through my redemption arc. There can only be one sultan. And the #SolanaSoldiers know who their champion is. $SOL
@reganbozman It’s called The Fappening ™️ zeeprime.capital/the-fappening
Fat Protocol Thesis: 2024 REDUX What if the apps were the protocols all along…
The biggest winners of this cycle will be apps that vertically integrate and build on-chain biz models As web3 infra becomes increasingly commoditized, distribution is THE thing that matters 1/ Here is how consumer apps are quietly eating infrastructure
Cyber L2 is going to be the home for onchain social. If you're a developer, get in while it's still early! Mainnet soon. 😈
17/ And now they're rolling their own social focused L2 with a native AA wallet + no seed phrases Purpose built L2 for social apps and you can tap into their large userbase on day one Will be a no brainer for more social apps to deploy here x.com/CyberConnectHQ…
Crypto is back. @stripe will start supporting global stablecoin payments this summer. Transactions instantly settle on-chain and automatically convert to fiat. Join the waitlist stripe.com/use-cases/cryp… and watch the demo (h/t @solana) from Sessions.
Builders: own your stack and innovate in your “cone of genius” Let ecosystem infra (like ZK Stack on @zksync ) handle the “back office” and let you shinee
The biggest winners of this cycle will be apps that vertically integrate and build on-chain biz models As web3 infra becomes increasingly commoditized, distribution is THE thing that matters 1/ Here is how consumer apps are quietly eating infrastructure