i am 100% sure that permissionless, censorship resistant, public blockchains are a critical piece of the future.

they'll be ubiquitous, boring, a feature of the universe, exciting not in themselves but for what's enabled.

question is which ones are gopher and which ones are http?

Daimo Pay. Build once, distribute everywhere

TCP/IP was boosted by Unix, then Linux
HTTP was boosted by Mosaic, then Netscape

Network effects and user experience matter.

I like EVM and EOA because they facilitate the network effect.

We're getting there with L2s/L3s, embedded wallets, meta txns, etc. still a long way to go.

My mind is on the app layer.