Still trying to develop a thesis around the new Zora update and “content coins,” but I find it very off-putting that so many people are all-in on this shift with no coherent thesis of their own.

Tokenization of everything could be good if we build infrastructure for tokens that allow them to be bought, sold, and used in a "good" way. 

I don't know what good means, which is why I'm not saying the Zora update is good or bad, but I think it has something to do with the messaging and UX around "content coins."

Highly curated NFT marketplaces *felt* better to me than high-speed attention markets, and I'm trying to figure out if the latter is truly good and something we want to optimize for explicitly.

highly curated nft markets did feel great (and did work) for a period of time. 

but they didnt scale outside of a small group of creators lucky enough to be featued, and there are only so many people in the world who can spend many ETH for an illiquid object.

i measure good or not by how many people can reasonbly benefit from the technology, and i think you can argue these newer models have a better shot at that due to their scalability.