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Dan Romero@dwr
5/26/2023

Two of the most successful crypto companies of the last two cycles were Coinbase and OpenSea. Both stuck to the original mission / vision through the bear market and became overnight successes because of the multi-year investment in core infrastructure. https://twitter.com/john_c_palmer/status/1661893420028252160

In reply to @dwr
Ian Place@ians-place
5/26/2023

I don’t know if I’d say opensea was one of the bigger winners from the last cycle. Coinbase was already dominant too, if anything I’d say Moonpay blew up more than most last cycle.

In reply to @dwr
Shriphani Palakodety@shriphani
5/26/2023

do you think any of these are likely to enter the FAANG category - part of daily life for a lot of Americans?

In reply to @dwr
Jeadie@jeadie
5/26/2023

What is interesting to build in crypto these days? Mainly interested in platform/infrastructure less so product (just getting back into crypto since 2019)

In reply to @dwr
Top@top
5/26/2023

That's right.

In reply to @dwr
mk@mk
5/26/2023

💯 Alex of OpenSea once told me that they bet on NFTs and knew that their marketplace would succeed or fail on that bet. They stuck with it as competition pivoted.