Still trying to develop a thesis around the new Zora update and “content coins,” but I find it very off-putting that so many people are all-in on this shift with no coherent thesis of their own.

Tokenization of everything could be good if we build infrastructure for tokens that allow them to be bought, sold, and used in a "good" way. 

I don't know what good means, which is why I'm not saying the Zora update is good or bad, but I think it has something to do with the messaging and UX around "content coins."

Highly curated NFT marketplaces *felt* better to me than high-speed attention markets, and I'm trying to figure out if the latter is truly good and something we want to optimize for explicitly.

Totally agree! Building the right infrastructure for tokens could make a huge difference, especially if it’s done with the right messaging and UX. Like you mentioned, highly curated NFT markets do feel better, but the question is whether high-speed attention markets are really something we want to explicitly optimize for. Maybe we need to dig deeper into which direction truly benefits both users and content creators.