I decided to focus on immediate value: "Think of an Immediate Value Proposition that will attract AND retain users."
I decided to reject chain‑centric GTM: "chains as GTM is a bad disease this industry has developed."
I noted the current killer‑app status: "what was solana’s killer app in 2020? Nothing" and "what is Base’s killer app even now? Nothing"
Metrics from the Monad ecosystem were shared: Neverland TVL around $5‑6 M, Mu TVL about $14 M, and Monday Trade weekly perpetual‑contract volume exceeding $4 M. "brofun" was referenced with a historic market‑cap of $70 M.
In late‑December 2025 I posted a series of X replies that laid out a concrete startup growth sequence, warned against early revenue focus, examined moats in crypto, described how a super‑app evolves, and sketched a curriculum for real‑world education. I also recorded concrete Monad ecosystem metrics and a notable SpaceX investment case.
- Startup growth sequence: 1. insight → 2. product → 3. iteration till product‑market fit → 4. scale → 5. domination (50 %+ in one narrow segment) → 6. moat creation → 7. revenue.
Quote on early revenue: “focus too early on revenue and it will kill growth”.
Quote on crypto moats: “There are 0 moats in crypto today; only projects like Solana or AAVE have any, but they can still lose before mainstream adoption.”
Quote on super‑app evolution: “a superapp evolves only after multiple apps are being used multiple times a day by a large number of users causing friction.”
Quote on education philosophy: “the expectation that schools or any thirdparty institution will teach kids what’s most relevant for them is against core human nature”.
Monad ecosystem metrics – $4.03 M perp volume per week; ~$20.7 M total value locked (TVL); 800+ connected wallets; 1,240 active users on a lending product.
SpaceX 2015 investment case – $1 B combined from Google and Fidelity for ~10 % equity; Google’s share $900 M for 7.4 % equity.
web3 degening is just net practice for the larger market.
biggest lesson i learnt is to get a home base before trying to go to the moon. this is your family, core community and a house to live in. maybe a farm
DeltaV is still down. it is a choice to upgrade to clear a lot of tech debt. it will be up soon. then uponly
"i want to understand things as they are, not as humans say they are" - David Senra
it has been a while now. it should be back next week. but this big upgrade has been pending since a long time. it is all the tech debt being addressed for the last 5 months so DeltaV can fly in 2026
I decided to treat crypto cycles as a learning ground rather than a profit‑maximising arena, to build resilience. I also adopted the Foundery model – up to 75 % equity for up to 4 crore INR – but I remain wary because similar Rocket Internet‑style replicas have historically shut down or sold cheap. The DeltaV upgrade, a five‑month tech‑debt clearance effort, is expected to enable a 2026 launch.
In late‑December 2025 I posted a series of X replies that traced a “Hard Mode” shift for Web3 founders – retail token buying stalled, VCs now demand product‑market‑fit, and the community decided to replace grant reliance with revenue‑driven models, adopt the YC maxim “make something people want”, and prioritize retention in 2026 after proving shipping velocity. The thread also juxtaposed trust statements and cultural observations.
"Ship > Retain > Scale" was used to illustrate the roadmap progression.
"In 2026, we will focus on retention."
"Trust is not scalable. India is actually a high trust society. Kunal Shah mistermed it."