Transcript (en)

out of it is crypto consumer is not a big enough category right so we think of ourselves as a consumer app that's built on crypto guard rails when you think about a consumer crypto app you think about okay i have this demographic of crypto users i need to be able to piece them and build for them but i think you really missed the mark because there's what maybe like 50 100 000 daily people that are actually using apps every day and in order to capture even a meaningful part of that it's just not big enough so i think what ends up happening is like 50 to 100 000 crypto tam yes okay I think so. Maybe it's, you know, in the bull market, maybe it's like five to 10x that. But on any given day, like, you know, today or tomorrow, whenever, like, there's maybe 100,000 people that are actually using crypto, you know, DeFi apps or whatever other apps. So I think the mistake is you build for a consumer that is arguably the best consumer kind of type in the world where crypto users are going to use anything. They'll try it if it's meaningful. If there's a way for them to make money or be early, they'll go try it, give you feedback and use it. And we've never been so close to a user as we have when we've been building in crypto. So I think it's one of those things where like you build an over index for an audience that is going to kind of build it they're going to work their way around whatever product you build and you need to be able to build for like the mass consumers which is the rest of the world