On the eve of going back stateside, some thoughts of China

1. Excited to see China willing to work with SMEs and to see how much they've built domestically. There are blockchain apps doing 20m revenue that I've never even heard of

2. I believe Chinese studios with western tokenomics will win the onchain gaming market. Hard to compete with hundreds of devs and government stipends

3. Tiktok/Douyin is a cancer but maybe necessary as AI destroys a lot of roles over the next decade.

4. Mobile forward is so important. Wallet tech needs to feel like alipay before major adoption. Not just a wallet, a door into everything else. 

5. Speculation is a feature but not a necessary feature. 

6. IP is becoming tribal, memecoins are going to be very interesting over the next decade. Modern day cults.

Nouns Esports, Public Goods, NMN Producer

Coming back from Dcon and speaking with so many of my contemporaries in the IP scene I could not agree with you more