Fisk and Matti, from Zee Prime Capital, join us to discuss the rise of crypto's first superapp. In this episode, we cover the Fappening Thesis (superapp), why everyone invests in middleware, how protocols establish moats, the future of Web3 social, how crypto will impact equality and more! Fisk and Mattie have some of the most eccentric and prescient ideas in crypto - you won't want to miss this one.
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Timestamps
(00:00) Introduction
(00:54) The Dev2Dev Thesis
(08:13) The Fappening: Rise of the Superapp
(15:02) How Apps Establish Moats
(18:45) Is Blockspace Commoditized?
(30:44) Uniswap’s New Fee: Protocols vs Frontends
(36:24) Web3 Social: Status vs Utility
(47:31) Equal Opportunity vs Equal Outcomes
(55:58) Advice: Think Different
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Resources
Zee Prime
The Future of OwnyFans
https://zeeprime.capital/the-future-of-owny-fans
The Fappening
https://zeeprime.capital/the-fappening
The Middleware Thesis
https://zeeprime.capital/infrastructure-lego-the-middleware-thesis
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Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.