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definitely
i think ppl have a basic fundamental incentive to own things fully (including assets and identity), and to move value without a intermediary dictating what they move, when, to who, etc. i also think there is incentive to increase liquidity across new markets, like what we are seeing on polymarket
i think the first two things that will break the larger investment narrative are consumer payments (global), and the farcaster app layer / economy growing
overall i see farcaster as by far the most interesting place in terms of connecting pieces of the onchain stack - rewards, wallet, ownership of FID, potential for ownership of channels, v2 frames with onchain connectivity like ponder, zk verified anon posting, etc - imo we are just now starting to see what's possible and it's going to be difficult to predict how it continues to evolve - just like how we wouldn't have been able to predict everything on fc from the last yr
the two outside of here i'm most interested in rn are rodeo and polymarket 0 reply
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