According to @stonecoldpat0, many crypto product teams are still tinkering with backend blockchain infrastructure instead of shipping user-facing features, which can delay launches by a year or more (Source: @stonecoldpat0 on X, Nov 9, 2025). He likens this to building a new Linux to launch an email app, implying unnecessary complexity for most teams (Source: @stonecoldpat0 on X, Nov 9, 2025). For traders, this flags elevated roadmap-slippage risk on projects building custom chains or heavy infra, warranting discounted timelines for catalysts such as mainnet, airdrops, and TVL growth (Source: @stonecoldpat0 on X, Nov 9, 2025). Portfolio screens may overweight teams that ship on battle-tested infrastructure and underweight projects with bespoke base-layer ambitions absent near-term product milestones (Source: @stonecoldpat0 on X, Nov 9, 2025). Monitor communications for explicit product-first roadmaps and de-risked launch dates to gauge catalyst reliability (Source: @stonecoldpat0 on X, Nov 9, 2025).