Whether you’ve become nihilistic over the crypto space or remain optimistic. The next 2-4 years are crucial. We either see breakthrough apps or there will be a massive reset. Blockspace is abundant —whether on Base, Solana, etc. The infra is in place and the excuses are running out

Research Director @ The Block. Your source for anything related to Blockchain VC/M&A activity. Formerly @ Messari

Sounds about right. Thoughts on whether it will be more for individuals or more for B2B use cases?

Explaining complicated things in simple words. Contributor to blockchain newsletter project: https://www.blockswithbenefits.com

Makes sense. Companies tend to move much slower, at least the majority outside of nimble start-ups. They might create lots of transactions though. Supply chain optimization, liquidity/treasury management and similar stuff is interesting but probably 3+ years out.

I envision it being more direct to consumer in the beginning but if and when there are mainstream apps it will unlock B2B use cases bc you’ll have a large diverse set of on-chain activity to utilize