I’m just fundamentally bearish on UX and scaling unlocking anything new, everything is being solved, the apps that *only* can exist with blockchains remains higher than ever 

Appcoins I think might be the game changer

Not disagreeing with the appcoins take but UX also has a long way to go.

Example from Africa which is truly mobile-first in ways that many builders don't understand it seems.

Some stats:
- 86% of web traffic in Nigeria comes from mobile
- >60% of financial transactions in Kenya are on phones
- Similar situation in many other countries (although good stats are a challenge)

Go to any busy market and you can see people using apps with one hand and handling daily life with the other.

It's not about "optimise for mobile".
It's "mobile is the only platform that matters".

Web3 apps (or indeed any apps) winning here? They work with sometimes patchy connections and one-handed use. And that's easily transferable to pretty much any other market.