Lemniscap
@lemniscap
1/10 As we enter the new year at full speed, we reflect on 2024 to refine our thesis and identify the forces shaping the crypto landscape. Here’s a preview of the themes and opportunities from our latest report. Full article here: https://paragraph.xyz/@lemniscap/reflections-and-forecasts-2025
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Lemniscap
@lemniscap
2/10 User & Industry Observations: • Speculation & the pursuit of financial freedom • Communities build trust • Entertainment finance • Technological empowerment • Balancing security & usability • Institutional distrust • Convenience over ideology • Regulatory optimism
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Lemniscap
@lemniscap
3/10 Opportunities for 2025 and beyond: Radical Infrastructure Improvements: Radical blockchain infrastructure improvements are needed to unify throughput, security, and privacy. Developments on this front are fostering greater scalability, trust-minimized computations, selective disclosure, and cross-chain interoperability – unlocking next-gen user-friendly, private, and composable networks.
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Lemniscap
@lemniscap
4/10 Special-Purpose Ecosystems: Not every chain can be everything to everyone. App-specific chains (e.g., gaming, social, DeFi) and hybrid platforms (CeDeFi) are optimizing for specific use cases, balancing performance, security, and usability to capture niche markets and expand utility.
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Lemniscap
@lemniscap
5/10 Strengthening the Internet-Native Financial Stack: Stablecoins have achieved product-market fit, powering payments at scale and facilitating global dollar exposure. The next step? Advanced programmability, mobile DeFi, yield-bearing stablecoin adoption, and next-gen payment rails that bridge on-chain finance with real-world commerce.
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Lemniscap
@lemniscap
6/10 Incentivized Crowdsourcing: DePIN models that disrupt monopolies by rewarding users for contributing bandwidth, compute, data, and more. By gamifying resource contributions, these ecosystems bootstrap resource supply through user rewards, and distribute ownership among participants.
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Lemniscap
@lemniscap
7/10 Consumer Apps & Interface Experiments: Crypto needs to meet users where they are – on platforms prioritizing simplicity, intuition, and entertainment. By abstracting away blockchain complexity through natural language interfaces and embedding crypto into familiar contexts like memes, social media, and gaming, developers can tap into the general audience that values fun and ease over ideology.
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