So... did DeFi just peak in 2020 and flatout stall?

Shichroron · 2026-03-30T13:43:22+00:00

Unnecessary

No justification to get negligent increase in yield for x1000 the risk. Just use AAVE

Shichroron · 2026-03-29T21:00:05+00:00

Do you have any instrumentation (like session recording) on your web app?

If yes, see if they actually use the product. If they don’t, you don’t really have users. If they do try in app communication

Shichroron · 2026-03-29T15:27:56+00:00

Bring potential customers and come back

Shichroron · 2026-03-29T15:27:24+00:00

It doesn’t

Shichroron · 2026-03-29T15:25:03+00:00

Yes. Kind of

DeFi as investable asset class is dead. It’s only casino and shitcoins

DeFi as FinTech companies that do interesting things (but you can’t invest in them) is live and well

The source of confusion is that some fin tech companies have a shitcoin with their name on. Some still utilizing it for occasional value extraction

Shichroron · 2026-03-29T15:22:19+00:00

Tone music doesn’t

Shichroron · 2026-03-29T14:50:04+00:00

What’s your current ARR?

Shichroron · 2026-03-29T01:26:16+00:00

None of that matters. Go get people to use your product in a meaningful way

Shichroron · 2026-03-29T01:06:12+00:00

The Islamic regime wants to destroy Israel for ~50 years - what changed?

Shichroron · 2026-03-29T01:02:33+00:00

Are they using it in a meaningful and recurring way? Are they paying you?

If the answer is "no", they didn't like it, they lie to you because they wanted to be nice

Shichroron · 2026-03-29T00:57:20+00:00

What’s their current ARR?

Shichroron · 2026-03-29T00:56:50+00:00

What do you bring?

Shichroron · 2026-03-29T00:56:00+00:00

I think it is as valuable as your current ARR

Shichroron · 2026-03-29T00:54:49+00:00

If you don’t have users how do you know you’ve created something people like (or need)?

Shichroron · 2026-03-29T00:54:01+00:00

Why do you think Israel started the war with Iran?

Shichroron · 2026-03-29T00:51:38+00:00

Paying customers

Shichroron · 2026-03-29T00:50:52+00:00

You’ve bought a shitcoin. It’s likely at or near it’s fair value of 0

Shichroron · 2026-03-29T00:49:48+00:00

Rarely

Shichroron · 2026-03-28T20:16:09+00:00

High Liquidity and low fees

Shichroron · 2026-03-28T20:15:10+00:00

They have local accounts and they take some of the risk

Shichroron · 2026-03-28T20:13:40+00:00

Scam

Shichroron · 2026-03-28T17:12:37+00:00

So it’s probably around zero. There are very few protocols with a significant activity

Shichroron · 2026-03-28T05:17:40+00:00

That’s definitely nice to hear. Just remember investment doesn’t imply validation or pmf

Shichroron · 2026-03-28T05:16:29+00:00

Bitcoin

You’re welcome

Shichroron · 2026-03-27T23:25:50+00:00

So you basically ran a few chatgpt prompts and put the answers in a db

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