Fintech and Crypto: Building Beyond the Data
In fintech and crypto, data often serves as the starting point—spreadsheets filled with valuations, user acquisition costs, and conversion metrics. Yet, the most transformative products emerge not from certainty but from doubt. Founders build before markets materialize; investors back models before revenue aligns. This isn’t recklessness—it’s a calculated divergence from the numbers.
Data remains indispensable, but in a sector defined by volatility and first-mover advantage, instinct plays a pivotal role. Metrics like CAC, LTV, and TVL abound, yet their utility surfaces only after iterative experimentation. Until then, they’re merely theoretical scaffolding.