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Dan Romero
@dwr.eth
Revisiting "What I'm excited for this build cycle" Two years ago today, I wrote a post on what I was excited for during the newly begun crypto winter (post-Terra, pre-FTX, most people were in denial). I wanted to revisit the list to see if / what progress had been made. 1. The Merge is successful and energy use meme goes away. It happened. It was and the only people who are complaining are intellectually dishonest members of Elizabeth Warren's anti-crypto army. 2. One of the Ethereum L2s breaks away from the pack, de-risking tech choice for builders. It happened. @base was the clear break out but I would say there's progress in the @optimism @arbitrum and Polygon ecosystems. 3. More practical implementations of zero-knowledge proofs (e.g. Dark Forest) enabling consumer use cases, e.g. trustless anonymous polls or token-enabled experiences. Not yet. There have been a few interesting experiments from Personae and Opacity, but nothing break out. 1/ https://danromero.org/excited-for-this-build-cycle.html
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Dan Romero
@dwr.eth
4. A 0-to-1 new game that’s fun first and uses a novel, on-chain mechanic second. (Again, similar to Dark Forest, but with a more consumer-friendly experience.) I’m bearish on existing games adding crypto. Nothing yet. Definitely a lot of building happening right now. @amitt @russia @skyoneer are all building here. I did a podcast on this a few months ago. https://www.youtube.com/watch?v=S_APKKbq1Tg 5. A vertically-integrated DAO mobile wallet (think the Nouns app) with UI-tailored for governance, social, messaging, custody, etc. Not yet. But /nouns is funding multiple Farcaster clients and @party is an interesting primitive and app for people to experiment here. 6. A winning ERC for soulbound NFTs, de-risking tech choice for builders and increasing composability. Not yet. EAS is the closest thing to this, but hasn't really broken out. Coinbase is running an interesting experiment with it. coinbase.com/onchain-verify 2/
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Dan Romero
@dwr.eth
7. Emergence of a credible, centralized startup that issues and maintains on-chain and off-chain credentials that dramatically pulls forward adoption by a few years. Not yet. Clear opportunity if you can get a flywheel going. Centralized oracles that compound a trusted brand will work well enough for most developers. Some progress with Gitcoin Passport, EAS, Coinbase's Onchain Verify and @icebreaker. 8. Sufficiently decentralized social networks like Farcaster If you're reading this far, well... :) Still a lot of work to do, but we've made some progress. 3/
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shazow
@shazow.eth
Have you seen https://freedomtool.org/? One of the coolest applications of zk privacy infrastructure I've seen yet, currently powering a decentralized privacy-preserving democracy referendum in Russia (https://russia2024.net/). Unclear what the political outcome will be this time, but a first in human history.
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