Product

The wallet retention opportunity: While crypto focuses on "onboarding the next billion users," wallets face a critical challenge, 5-10% of crypto buyers actively participate in onchain activities. The solution? Social graph integration. By leveraging decentralized networks like Farcaster and Zora, wallets can offer personalized token swaps, NFT recommendations, and content based on users' social connections. Applications like Interface and Warpcast have already proven this approach drives explosive growth and engagement, positioning wallets as potential leaders in social commerce, a $350 billion market pioneered by Douyin and WeChat.

Decentralized data's explosive growth: Web3 storage platforms now outpace major social networks, hosting 1.86EB on Filecoin and 155TB on Arweave. This expanding ecosystem—already larger than Wikipedia—creates unique opportunities for AI advancement in content personalization, moderation, and generation while avoiding Web2's algorithm pitfalls.