i finally found one who resonates with me
here i've always said that gambling is always the best PMF:
- perp dex
- prediction markets
- gacha
- pokemon cards
- blind boxes
- lottery
- casinos
human nature doesn't change because its: greed, curiosity
these always win in every cycle
Everyone thinks crypto PMF = DeFi apps.
Reality: most DeFi apps are just recycling the same pool of degens chasing incentives + airdrops.
Nothing wrong with that (I use @pendle_fi, @JupiterExchange, @orca_so, @plumenetwork, @avalonfinance_, etc. daily and love the tech), but that’s not mass PMF.
Real PMF = onboarding retail at scale. That means building apps around what people already like, not trying to force them into crypto-native loops.
Easy ones?
Gambling (always PMF, lmao) think @pumpdotfun and @Polymarket
Mobile-first apps with frictionless UX (think @kaito_ai, @zerion)
Then you’ve got market-native apps that are killer but still niche (@turtledotxyz, @HyperliquidX, @OpenOceanGlobal).
Mass PMF won’t come from stacking new yield vaults. It’ll come from products that feel familiar but get 10x better w/ crypto rails.
@therosieum thanks for the inspo for the post after that PMF tweet you quoted.
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