Image
user avatar
Joel John
@joeljohn
Dubai
Joined December 2014
  • Pinned
    user avatar
    Had a little over 75 in-person meetings last week in Singapore. Crypto, in its current stage, rhymes equal parts with an MLM industry and the future of the web. Here is the distilled, TL:DR version of what I learned in Singapore, mixed with photos as is tradition. 1. Why
    Image
    Image
    Image
    Image
  • user avatar
    Sharing oughts and observations from Token2049 in Singapore with some clicks from around the city in between so it doesn't get boring. The last time I came around was in 2019. The regulatory environment in India was going from bad to worse, and I tried moving here permanently at
    Image
    Image
    Image
    Image
  • user avatar
    What do @opensea , @zerion, @gemxyz and @nansen_ai have in common? They are built off an extension of how aggregation theory applies to web3. Yesterday, I and @kichsr broke it down in a 3000 worded long-form. Here's the tl:dr as a thread 👇
  • user avatar
    the killer consumer crypto app is not going to happen if all our VCs are busy betting on infrastructure layer projects because they list at high fdv and founders are busy teasing points to acquire bots Fwiw, it makes building a real app (ironically) a contrariant move
  • user avatar
    The RBI: we are worried about dollar denominated stablecoins messing with the Indian economy. Meanwhile India :
    Image
  • user avatar
    decentralised.co/the-economics-… Collaborated with @jx_block on expanding his deck on the gaming economy within @AxieInfinity in today's issue of my newsletter. We explain how asset pricing on the network and user behavior counter-balances each other. Take a look $axs $slp
  • user avatar
    1. There's been a lot of FUD about web3 and digital assets recently. Bear market vibes. Here is a compilation of ~120 charts that put where we are into context. The State of Web3 and digital assets as of Q4 2022.
  • user avatar
    Rare picture of technology trying to stay ahead of regulators. Circa 2018
    Image
  • user avatar
    I used to think Axie Infinity is just a game - but frankly think there's a lot more to it. It is a look at the extent to which people can go once better economic opportunities present themselves in a remote-friendly fashion. Idk how this would evolve, but worth digging into.
  • user avatar
    I wrote a ten-chart piece on the state of $matic network for my newsletter today. Compared it with other chains, made observations on Dapp users and broke down holder behavior. Take a look. @0xPolygon @_jdkanani @sandeepnailwal decentralised.co/user-behavior-…
  • user avatar
    ournetwork.substack.com/p/our-network-… Broke down what's going on with @0xPolygon's onchain activity for @spencernoon's newsletter this week. Take a look. Data powered by @nansen_ai and @Covalent_HQ May do a deep-dive again next week.. cc :@sandeepnailwal @_jdkanani
  • user avatar
    There has been much promise about Web3 native gaming but very little to show for it. I have been thinking about why that is the case for the past few weeks. Part of the challenge for a developer looking to move to Web3 is taking care of the infrastructure? How do you define an
    Image
    Image
    Image
    Image
  • user avatar
    I think the most important thing a founder can deliver for community / VC is traction of some meaningful kind. You can sell hopes/dreams at listing - but if people have no reason to hold, they’ll sell. At that point, it doesn’t matter what token-economic magic voodoo BS you do,
  • user avatar
    VCs on my feed be like..
    Image