100% this - stripe has declared war against everyone building across the payment stack, whether Visa, Worldpay, any issuer bank, or any other psp. And the broader stablecoin ecosystem should understand they mean to displace them no matter what part of the stack it is.
Tempo is…
100% this - stripe has declared war against everyone building across the payment stack, whether Visa, Worldpay, any issuer bank, or any other psp. And the broader stablecoin ecosystem should understand they mean to displace them no matter what part of the stack it is.
Tempo is…
recruiters that send over JDs without sharing the name of the company are annoying
they do this to ensure they can collect their fee by serving as a middleman, but not being able to do some minimum research before an intro call wastes time
classic CT behavior is asking the wrong questions when they see reputable businesses partnering with a new entrant
"wHy NoT L2?"
"CaN't ______ AlReAdY dO tHiS?"
what you should be asking is "shit, why are we losing dealflow?"
builders spent years preaching about decentralization and the “ethos” of crypto to watch companies like stripe come through and out PvP them in business
if this isn’t a wake up call that distribution matters and preaching to the same choir of crypto natives won’t cut it…
the tempo playbook is not about tps, cyberpunk ethos, or anything related to decentralization
it is leveraging stripe’s brand and existing book of business to close deals with banks and every other financial institution that the existing L1s and L2s haven’t been able to
so if…
the next bear market (dont know when) will be worse than most ppl here expect. there's a large cohort of dumb money who know nothing about crypto buying dats and etfs. this never ends well. we may need another 50% drawdown while these ppl puke their position before the market can…
i don't believe it is possible to be great at gtm anymore without having a strong understanding of the token game
and knowing what levers to pull without committing flat out crime (like certain projects that start with the letter 'M')
when you’ve farmed DeFi for a while, you stop blindly aping/chasing yield unless you know where the yield is sourced from and whether it’s reliable
unless you’re super early, if something is quoting high double digit yields, let alone triple digit yields, it is rarely going to…
can confirm that there are protocols trying to entice CMO hires with 1% of token supply
can also confirm, this is a major red flag
not a good use of tokens. much better utilized for growth and even additional hires
marketing comp packages have been all over the place
but i've found the most desirable skills everyone is looking for are:
1. people management/hiring experience
2. capital markets experience
3. brand/positioning expertise
4. deep understanding of incentive programs
5. CT fluent
Everyone remembers $ARB airdrop as one of the best moments in the history.
In fact, this chart exactly shows why the airdrop meta is dying out and the rewards are decreasing: 3 out of 4 wallets that received $ARB sold / transfered all.
Hodling % is nothing.
CT is full of 20 years olds who've never managed anyone telling builders how to run their businesses
Meanwhile, the few people who actually know how to run things are cautious about giving unsolicited advice
The confidence to experience ratio is wild
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