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Rahulxero.hlProfile· Known@MoshaikhOn Ethos
Mo Shaikh 🇺🇸
2 reviews, 100% of them positive.100% positive · 2 reviews· Influence factor 122, above 24% of accountsWhat people say
Received · 2Given · 0“Una gran mente detrás de uno de los mejores ecosistemas en web3 Aptos”para mí, mo shaikh es de las mentes más visionarias en web3. lo que ha construido con aptos va más allá de una blockchain: es un ecosistema completo que está empujando de verdad el espacio, desde defi hasta nfts e identidad. siempre que lo escucho o leo, se nota que tiene una visión clara y está ejecutando a otro nivel.
AceSuke ♠️ · 1272· 1y ago2
AceSuke ♠️ · 1272· 1y ago2“Gets too much hate - All in all he's a sharp mind”I cold DM-ed Mo a few months back & he gave me one of the most engaged answers recently. I know he is a polarising figure in the space due to Aptos but I will judge my impression based on that personal encounter. For anyone that's doubtful, here was my question & here is his answer: question: curious to get your take - there are nearly a dozen major web3 infra companies eyeing an IPO this year (Kraken, BitGo, Ledger, Animoca, Consensys, DSRV, likely more custodians too) which explains the surge in M&A activity the question: - do you see this as a signal that the industry is finally maturing? or is it less about maturity and more about regulatory easing - pushing companies to rush public listings before the AI bubble burst - on acquisitions: what kinds of companies do you think these IPO candidates would be targeting? i initially assumed wallets would be the obvious answer (e.g., fireblocks & dynamic, stripe & privy, paxos & fordefi) answer: I think a few of these companies are genuinely well positioned to go public, but I don’t think all of them will perform well once they’re in the markets. A public listing is not the same thing as having a durable business. Some of the fundamentals across these companies are still not fully formed, and history shows that not every first wave public company in a new asset class becomes a long-term winner. That said, I do think this is an important signal for the industry. Not necessarily a signal of full maturity, but a signal of permission. The fact that crypto companies can now realistically access public capital markets is largely a function of regulatory easing and clarity. That, in itself, is a big win for the ecosystem this year. It changes what’s possible. Whether those companies are defensible over the long run is a separate question. On the question of maturity versus timing, I lean more toward timing and regulation than true business-model maturity. Some teams may also feel pressure to move while the window is open, especially given broader market dynamics and the AI-driven attention cycle. I’m still forming a view on whether this represents deep maturation or just the first viable exit ramp. On M&A, wallets seemed like the obvious answer at first, but when you look closer, the distribution power and stickiness just aren’t there. Most wallets don’t actually control durable user relationships in the way people assume, which makes them weaker long-term acquisition targets. More likely, the real acquisition value will be in talent, institutional relationships, regulatory positioning, or embedded enterprise workflows. Public crypto companies will probably buy teams, licenses, partnerships, and access rather than consumer products with shallow engagement. So I agree with your initial intuition, but I think the answer shifts once you look past surface-level distribution and into what actually compounds in public markets.
JPEG Yakuza · 2004· 7mo ago2
JPEG Yakuza · 2004· 7mo ago22 of 2 · most upvoted first