Farcaster is a fine demonstration in why you don't need strict global consensus and public blockchains for most things, but at the same time, they can prove valuable for 1 or 2 things

I hope to see more hybrid applications that are significantly better by minimizing blockchain usage only to strict global consensus

maybe we won't need those L3s after all then eh 😉

ceo @ helius.dev, host @ lightspeed, ex coinbase — wartime shitposter

Stateless constructions like ZK coprocessors (not rollups) where verifiability or auditability is important, but consensus not

Or, you need consensus but with massive compute demand for 10,000+ CPU cores, e.g. multiplayer onchain games (see: the EVE Online onchain game)

Whether they find PMF remains to be seen

(Arguably, Farcaster Hubs has already found PMF as a stateless L3, but IMO too early)