Base

The biggest question I've been wondering is what "success" looks like for EVM + L2s this cycle in the absence of trying to be a dominant ecosystem for memecoins.

It's so clearly evident that retail is still addicted to speculation that it's hard to envision a world where an ETH consumer app breaks out in the next 12-24 months without really leaning into it.

Happy to be proven wrong here but the more this cycle progresses the more I feel like new markets around mainstream culture will win.

I think we are still another cycle away from any widespread level of "social" platforms catching on purely for connecting with one another and having a more portable social graph.

Feel like EVM + L2s are still more dominant for NFTs. Speculation might come to ETH in the form of more erc20 -like NFTs, like 404s or what Zora has done