Investing @variant, writing at https://backoftheenvelope.substack.com/

6/ On new apps

My guesses for where we’ll see interesting new apps emerge include:

- Open social. Still relatively underexplored / underutilized relative to the rest of crypto infra. The challenge is in onboarding, but all it takes is one killer app

- Gaming. This has been a hated sector for years. The challenge has always been in building actually fun games. The right path is to lean into everything that’s new and unique to crypto. I think the @Farcade team may have cracked the code.

- The @worldcoin ecosystem. 20M users is nothing to sneeze at 

- Hooks. We know Uni v4 is coming. There will probably be apps