Crypto Developer Tools

A business opportunity exists in building developer infrastructure tools for the crypto/Web3 ecosystem, similar to how Twilio, Stripe, and PagerDuty became essential infrastructure for the internet age.

Key Points:

• Market Opportunity:

  • Crypto space is rapidly evolving with high energy and growth
  • Similar to internet explosion, new infrastructure tools are needed
  • Currently seeing hockey stick growth in crypto tool adoption

• Infrastructure Needs:

  • Basic infrastructure tools for crypto/Web3 developers
  • Similar to how traditional internet needs:
    • Payment processing (like Stripe)
    • Notifications (like PagerDuty)
    • Cloud hosting
    • SMS capabilities (like Twilio)

• Investment Thesis:

  • If crypto continues growing, these infrastructure companies will become essential
  • Opportunity to invest in foundational tools that all crypto products will need
  • Similar growth potential to Web2 infrastructure companies

• Example Tool Types:

  • Rarity.tools - A picks and shovels business for NFT analysis
    • Helps users determine NFT rarity
    • Identifies underpriced assets
    • Experiencing rapid growth (0 to 3.5M unique users in months)

• Target Market:

  • New demographic of builders and developers
  • Often anonymous or lesser-known creators
  • Different from traditional tech entrepreneurs