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All the volume
This week's episode covers NFT trade volume, lack of innovation in browsers/wallets, the need for custom search algorithms, and the future of hackathons. Also discussed are questions for upcoming guests, including the advantages of Kazm over ENS and the potential of Twitter. Plus, a new episode of the zero-day hacking mini-series is out now.
2023-02-28 18:00:00 -0500
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Intro
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Blur #1 NFT marketplace
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Blur first reaction
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Web3 margins go to zero
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The marketplace or the wallet?
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AI and curation agents
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Learn to earn dead?
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How are hackathons now?
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  • Blur overtakes OpenSea in NFT trade volume
    • img
    • Lots of volume from their airdrops and probably wash trading
  • Why isn’t there innovation in browsers and wallets?
    • At least Microsoft Edge is trying with their right sidebar
    • People need to pay for this stuff
    • First-party search being mediated by third-parties
    • Why not custom search algorithms per person / per browser that people can choose
    • Google’s custom search JSON API – you can create your own results
  • What happens to all these well-funded hackathon/shill/learn-2-earn communities? The prizes are smaller now and dev interest seems to be waning.
    • Devs/startups still have money
    • “Not every student needs 50k to show up somewhere”
    • Instead
      • Spend the money on parties instead
    • Pay for teachers to show up instead
    • 3-month hackathon, bring ppl out for a party later
    • What is there between a 24-hour hackathon and locking arms with a company?
  • What should we ask Ben in a few weeks?
    • why better than ENS
    • is Twitter the right future?
    • do people want to be tracked?
    • What’s the moat for Kazm?
  • Episode 3 of zero-day hacking mini series drop https://youtu.be/JXzbOVIHNc0

TWEET THREAD

  • @Blur_io overtakes @opensea due to lower prices, airdropping tokens, cutting royalty fees and…

[[CHART]]

  • Anticompetitive "loyalty" tracking. Is that legal?

[[SCREENSHOT]]

  • Why isn’t there innovation in browsers and wallets?

    The wallet has first access to every intention and action you are doing. They could intermediate themselves in a lot more places.

  • Next meeting with Ben from @kazmapp get your questions ready!