Memecoins, Restaking, & Memechains: Where is this all going?
summary
Argues that real products are yield, volatility, leverage, and payments, and that stablecoins are the clearest product-market fit; claims restaking and staking mechanics revive lending and derivatives and cites building a Simier vault protocol as an example of that revival. Describes hyper-liquid app chains that run DEXs with perpetuals and token distributions to traders, says the ecosystem spawns 80–100 chains and vast token issuance, and predicts multi-year consolidation as most short-term money games fail to become self-sustaining.
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chapters (9)
- 0:00Introduction
- 1:11Crypto existential despair
- 2:15Crypto utility beyond West
- 4:24Current crypto meta
- 6:14Money games onboarding
- 8:41Casinos to railroads
- 10:47Fractalized incentives downsides
- 13:15Token consolidation
- 14:44Decade of crypto building
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