diff --git a/domains/internet-finance/consumer-crypto-adoption-requires-apps-optimized-for-earning-and-belonging-not-speculation.md b/domains/internet-finance/consumer-crypto-adoption-requires-apps-optimized-for-earning-and-belonging-not-speculation.md index 65226e74..72fbe004 100644 --- a/domains/internet-finance/consumer-crypto-adoption-requires-apps-optimized-for-earning-and-belonging-not-speculation.md +++ b/domains/internet-finance/consumer-crypto-adoption-requires-apps-optimized-for-earning-and-belonging-not-speculation.md @@ -60,3 +60,7 @@ P2P.me's growth stalled in non-volume metrics since mid-2025 despite strong prod P2P.me's permissionless expansion model demonstrates earning-focused crypto adoption: community leaders earn 0.2% of their circle's monthly transaction volume, creating direct economic incentive for local coordination. The model achieved $600 daily volume in new markets with sub-$500 launch costs, showing that earning mechanisms can bootstrap real usage without speculation-driven marketing. +*Source: [[2026-03-25-tg-shared-knimkar-2036423976281382950]] | Added: 2026-03-25* + +P2P.me's growth stalled in non-volume metrics since mid-2025 despite strong product-market fit on the core on/off-ramp function. Investor thesis acknowledges 'customers don't acquire themselves' and questions whether decentralized approach works, suggesting that even with utility-first products, centralized growth tactics (like Uber/DoorDash geographic expansion) may be necessary. This challenges the assumption that utility alone drives adoption. + diff --git a/inbox/archive/internet-finance/2026-03-25-tg-shared-knimkar-2036423976281382950.md b/inbox/archive/internet-finance/2026-03-25-tg-shared-knimkar-2036423976281382950.md index dfd7e32f..ea36c479 100644 --- a/inbox/archive/internet-finance/2026-03-25-tg-shared-knimkar-2036423976281382950.md +++ b/inbox/archive/internet-finance/2026-03-25-tg-shared-knimkar-2036423976281382950.md @@ -7,10 +7,14 @@ url: "https://x.com/knimkar/status/2036423976281382950" date: 2026-03-25 domain: internet-finance format: article -status: unprocessed +status: enrichment proposed_by: "@m3taversal" contribution_type: source-submission tags: [telegram-shared, x-article, p2p-me] +processed_by: rio +processed_date: 2026-03-25 +enrichments_applied: ["social-login-and-embedded-fiat-on-ramps-target-the-two-structural-barriers-to-mainstream-crypto-adoption.md", "consumer-crypto-adoption-requires-apps-optimized-for-earning-and-belonging-not-speculation.md"] +extraction_model: "anthropic/claude-sonnet-4.5" --- # @knimkar — P2P.me Investment Thesis @@ -47,4 +51,11 @@ Cons --- Product today does not really support large ticket on/offramping (due to how the reputation system works) --- Defi businesses all make money from whales and/or price-insensitive retail traders. Can P2P win either of these segments? The userbase today is largely young people, so there’s some line of sight to winning the retail trader group -- Regulatory risk: you need to ascribe some real % chance to negative tail risk outcomes here (see recent situation with DCX founders in India) \ No newline at end of file +- Regulatory risk: you need to ascribe some real % chance to negative tail risk outcomes here (see recent situation with DCX founders in India) + +## Key Facts +- P2P.me is launching a token ($P2P) as of March 2026 +- P2P.me is a MetaDAO launch +- P2P.me growth in non-volume metrics stalled since mid-2025 +- India has a 1% TDS (Tax Deducted at Source) on crypto transactions +- P2P.me's reputation system currently limits large-ticket on/off-ramping