My hot take re "too much investment in infra": there's too much investment in *some kinds of infra* and not enough in others, and what's actually going on is, people want to invest in "the casino" but still feel good about themselves, so they invest in the subset of infra that gets spillover profits from the casino.

My god this is perfect and helps me reconcile a conversation about the topic from yesterday. 

Do we want to invest in a token utility infra, incentivizing user behavior in several different ways? Or focusing on the token is too morally 'Casino'-ish

Thanks a lot