crypto

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some crypto product things i'm excited about for 24-25
(quick list, not exhaustive)

- mobile become the default
- stablecoin rails get good enough for global fintech adoption, accelerates institutional/regulatory validation
- surprising formats for prediction markets emerge
- nfts have another surprising evolution
- interplay btwn creator tools/token launchers gets more interesting/safer
- farcaster channels become wallets/daos, do weird/big things
- telegram leans into mini-apps/wallet/payments
- frames/blinks find a large-scale social mini-app; validates the 'headless' gtm as a way to bootstrap marketplace liquidity.
- data DAOs/tokenized marketplaces onboard new users to earning tokens
- for crypto natives, real skin-in-the-game returns to token distributions, resulting in more loyal/engaged users/owners

crypto infra things i'm excited about for '24-25 (quick list, not exhaustive) 

- institutions start staking
- chain/wallet abstraction works well enough that users get finally get a superior ux (this is the benefit of all the work on scaling/interop/intents etc)
- modularity matures, second-generation frameworks package integrated-modules that solve fragmentation, maintain customizability
- zk has a breakthrough app at the intersection of privacy/offchain-data/onchain action
- security vulns become far less common (e.g. in defi/interfaces)
- decentralized compute starts to compete on cost AND performance
- mev market structure matures, optimistically this benefits users.