Finding Consumer Gems in Crypto | Qiao & Imran
Episode publishedPodcast: Bell CurveBell Curve
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But you know how they tip today? They they buy some gifts, like virtual gifts, and they send those gifts to the creator. And there is actually a fundamental there's actually a couple fundamental reasons behind it, but but one of the reasons is it's it's actually impossible to do micro tipping today with credit cards because these are so expensive. The whole, you know, virtual gifts as a as a way to tip is effectively a layer 2, if you think about it. Yeah. It's a layer 2 for tipping. Hey,
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Alright, everyone. Welcome back to another episode of Bell Curve. Before we jump in, quick disclaimer. The views expressed by my cohost today are their personal views, and they do not represent the views of any organization with which the co hosts are associated with. Nothing in the episode is construed or relied upon as financial, technical, tax, legal, or other advice. You know the deal. Now let's jump into the episode.
Alright, everyone. Welcome back to another episode of Bell Curve. Today, I'm joined by Chow and Imran, of Alliance. Guys, welcome. And good game, I should say. One of the best podcasts out there. Thank
you. Thank you. For having us. Yeah. Thanks
for having us. For listeners, this is actually the 3rd time we are attempting this podcast. We tried once before. We actually tried to do it in person in the BlockWorks office, and I drastically underestimated how difficult it would be to record in person. And now we're gonna get a studio going. So maybe we can do some, you know, future bell curve, good game crossovers in person in New York. Yeah. That'd
be
a lot of fun. Yeah. Alright. But today, what I wanna talk to you guys about is consumer investing and apps, writ large. I posted a little while ago on Twitter, you know, who are the best investors in this space, and basically, everyone just commented, you guys. And so I've got a I've got a list of questions for you, but maybe just to begin with, I'd love to get your guys' perspective on this meta of infra exhaustion and apps. And I think to if I just steal, man, both sides of it, it would be, hey. You know, we've had a crypto has now been around for a number of years, and we haven't really had
me give you an anecdote. I was talking to one of our founders in the current batch who's building, deep infra, but an infra project that's actually genuinely interesting. I won't get into the details of the infra or the the the project he's building, but he told me that like, I we talked about why there's so many infra products today, and he said, it's because infra is easier to build than apps. And, and his reasoning is that infra, today, 2024, is relatively, a close form type of project. Meaning, it's it's, almost a purely engineering project, an engineering effort. Whereas apps is way more
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