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.

Моё мнение: кластер старичков и матёрых криптонов пытаются разочаровать, а кластер новичков - напротив, заманить в рынок, чтобы потом разочаровать.

I feel like off-chain ZK applications are really undervaluing the potential of just using STARKs, including for privacy-demanding use cases.

These days a STARK is < 100 kB, for off-chain use cases that amount of  bandwidth is utterly trivial compared to the client-side prover time savings that come from using STARKs.

Такой вот у меня портфельчик 🙃

Niko

@niko1si