My convo with Kash covered:
Unified Global Markets: The end-game vision for 2030 is a world where all global assets trade on a single, unified on-chain market.
Invisible Infrastructure: Within a couple of years, using stablecoins will be so seamless that users won't even realize they are on a blockchain.
Mainstream DeFi Growth: Deep liquidity and improved UX are finally closing the gap and onboarding the big dogs from Wall Street.
On-Chain Asset Access: The walls are coming down, giving traditional investors a frictionless path to trade.
Problem-First Product Strategy: Founders must prioritize solving a high-pain problem over obsessing over core technology or early-stage traction.
Distribution over Product: While first-timers obsess over features, second-time founders win by focusing on and mastering their distribution channels.
Proof of Work Endeavor: Community building is a non-scalable grind that requires manual effort and high-touch interaction, like 1:1 calls with early members.
Financial and Social Products: Building in Web3 is a triple-threat; founders have to ship technological, financial, and social products simultaneously to succeed.