Why This Matters
DeFi as an operating system for finance: how we evaluate founders building the next wave of primitives with security, UX, and sustainable economics.
Founder Playbook
- Design: security-by-design, constraints, clarity.
- Go-to-Market: power users first, then scale.
- Economics: incentives tied to usage.
- Governance: minimal, upgradeable, transparent.
Signals We Track
- Velocity and learning loops
- Security posture
- Retention and depth of usage
- Distribution leverage