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This past week I went to Devcon in Bangkok and saw where the Ethereum ecosystem is heading From L2s to AI agents and everything in between, here are my top takeaways:
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L2s There are many L2s already and with rollup-as-a-service providers like Conduit making L2 deployment just a few clicks, the rate of L2 creation will likely accelerate. At this point, the question has shifted from “if there will be many L2s” to “how do we handle a world with many L2s?”
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Cross-chain actions To simplify the user-experience of a world with many L2s and solve for fragmentation friction, many projects are exploring cross-chain intents and transaction flows Compact by @0age + @uniswap is one such example https://github.com/Uniswap/the-compact
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AI agents Companies big and small are exploring the potential of AI agents in crypto For example, @coinbase is building an onchain AI agent kit to enable devs to create agents that can safely perform transactions, trade digital assets, and more
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The bull is back People seem near universally convinced the bull market is back and crypto, particularly EVM-related projects, will continue to rally in the near future “ETH is the ticker” was a common saying
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Memecoins Every L2 team I spoke to said they have a version of pump.fun for creating memecoins on their own network Universally, from general purpose OP stack chains to security-focused ZK rollups, teams viewed memecoins as beneficial to their chain and something they wanted to grow
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NFTs Many builders seem confident NFTs will be an important part of the next frontier of crypto. Some examples: - L2 NFT launchpads - AI agents trading NFTs - Games like Gunzilla powered by NFTs The topic of “trading volume” was barely mentioned in discussions around NFTs
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