In this episode, Jim Parillo from Figment Capital, and Myles O’Neil from Delta, joined us to discuss positioning your product for success in crypto. We dive into the relative valuation game, the impact of token economics, and incentivization of users. Additionally, we unpack the phases of growth seen along the way, and identifying your users at each phase. Finally, we reflect on lessons learned from the founders that paved the way.
Thanks for tuning in!
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Timestamps:
(0:00) Introduction
(3:29) Positioning For Success in Crypto
(7:59) The Relative Valuation Game
(15:27) The Impact of Token Economics
(30:31) Ledger Ad
(31:06) Uniswap Ad
(31:59) Morpho Ad
(33:08) Incentivizing Users
(40:20) Identifying Your User and Phases of Growth
(55:05) Mercenary vs Missionary Founders
(1:02:09) Lessons Learned From Past Founders
(1:17:13) The Future of L1s
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Disclaimer: Nothing said on Bell Curve 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
