Go-To-Market Strategies in Crypto | Jim & Myles

Bullish:

• $SOL - Solana's success is attributed to its high token circulation, which drives increased transactions and trading volume.

  • “I think Solana has proven that more tokens equals more better, just based on, like, the success of pumped up fund and then what that does for transactions, trading volume.”

    Jim·0:00
• $CRYPTO - Focus on crypto-native users as initial customers and develop robust token economies for platform growth.

  • “I think specific to, you know, who you're kind of targeting for that reaction, you definitely want it. You, like, need to think about, okay, who is our, like, day 0 most likely customer, and, you know, kinda craft the message for them.”

    Myles·6:49

  • “All platforms are token economies, however small or big, and so you need tokens on your platform. You need more and more the more tokens you have, the bigger the economy.”

    Jim·47:46
• $INFRA - Web3 platforms need to focus on developer-centric marketing with straightforward, technical communication.

  • “Web 3 has this like kind of like challenge, which is like they they have 2 products, right? They have the platform, which needs to market to developers, and marketing to developers is, like, very, very, like, no bullshit. Like, they don't like a lot of fluff.”

    Jim·13:39
• $CRYPTOVC - Founder-led sales are crucial for new crypto companies, emphasizing the importance of direct involvement in business development.

  • “I think, actually, Xu Yau has actually done a pretty grading job at this, which is there's a guy named Nick Martis. And I think I might just have executed his name at paradigm. And he wrote something about like a crypto founders guide to hiring BD. And in the book I read, plus what he wrote, like in the book I read, it was like the last chapter. But in his thread, it was at the first point, which is founder led sales, and how important founder led sales are for new companies”

    Jim·1:05:05
• $LAYERONE - Successful Layer 1 blockchains are associated with distinct brand identities and specific personalities.

  • “I think the most successful l ones have a type of guy associated with that l one and a very specific personality.”

    Mike·1:11:29

Bearish:

• $LAYERONE - Expect consolidation among base layer blockchains and increased competition at the execution layer.

  • “I think there'll be likely fewer of these, you know, canonical base layers that, you know, act as a source of truth. More of more competition. On the execution layer.”

    Myles·1:18:06