believe app sector, not blockchains, will drive the largest network effects in consumer crypto. & much will be done in the middle a la embedded wallets. if you like the AOL analogy, nothing clearer than "Wallets" as a portal for ID > auth > navigate > experience > data > repeat.

many in crypto don't see this (or admit this?) yet because of incentives. L1s & L2s have been pushed as the great networks & been the best way to get liquidity for investors/teams-- thus far. consolidation is happening. will be clear infrastructure winners. 

then apps takeover.