Vibhu Norby@vibhu · 2026/08/26观点输出@fragosti @fomo @Pumpfun @phantom I agree, you have adapted early and fast. Awesome work
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Vibhu Norby@vibhu · 2026/08/26观点输出@TMtheOG who the fuck are you
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Vibhu Norby@vibhu · 2026/08/26观点输出@1amtwaps @fomo @Pumpfun Infra bundling / app&liq unbundling
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Vibhu Norby@vibhu · 2026/08/26观点输出@solanapoet yeah could be
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Vibhu Norby@vibhu · 2026/08/26赛道影响For crypto founders, the biggest lesson from @fomo and @Pumpfun ascendance is that the distribution model of the last 5 years for apps is moot.
Web3 is dead, wallet connect is dead, dApps are dead.
The new plan is vertically integrated mobile: hide the crypto mechanics entirely. Single balance across chains, integrated onramp (Apple Pay is king), no bridges, no seed phrases or private keys (sign in with Google or X).
For wallet apps themselves, this presents an existential crisis. The user demands simplicity & the feeling of safety. In the past, your wallet was a gateway to crypto. Now, I hold a deposit in each app I use and I don't yet care if they talk to each other.
As always, we go through bundling and unbundling cycles. If Phantom and Jupiter and Metamask were bundling, we are now seeing a great unbundling.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Vibhu Norby@vibhu · 2026/08/26赛道影响@YouKnowEno easier to let everyone know in person they're getting laid off
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Vibhu Norby@vibhu · 2026/08/26观点输出@Austin_Federa @artsch00lreject she
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Vibhu Norby@vibhu · 2026/08/26观点输出@therealchaseeb https://t.co/JT43559dZj
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Vibhu Norby@vibhu · 2026/08/25观点输出@degenghosty banks
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Vibhu Norby@vibhu · 2026/08/25观点输出@JosipVolarevic2 @superteam hell yeah lfg
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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