mental models

Nov 6, 2025

distribution is king

tldr; launch tokens because your competitors arent. your products are similar, better distribution will win.

we are certain you've read a billion tweets about the software moat going to 0, products eventually looking similar and distribution becomes the only moat.

speculation is a cheat for distribution — enabling people to buy an asset that's tied to your company's success, allows you to market to 1000x more people than products that cannot be speculated on.

you will eat your competitor's lunch purely by assembling 1000s of early believers who have skin in the game.

1M view $token -> 200K go to website -> 20K users try your product -> you get data driven feedback -> you iterate.

not only 1M, if you're good, you could get 20M views to your website and work over a few months (Exhibit A: Noice)