silly me for thinking there’s only 365 chains 

there’s actually 8700+ L1s, 5200+ L2s, 2000+ EVM chains

even more attention fragmentation than i thought

/ted | exploring the onchain frontier | surfing @ venice, ca | eating @ gjusta / gjelina

What’s your thesis with all of this?

I have to believe that unmatched utility eventually rises to the top as the chaff of copy pasta and vaporware blows away. 

Products that actually create value for users and make their life easier Rather than just repackaging new ways to extract value from them. 

Abstracting everything possible is obviously a big UI/UX trend, so Omnichain and chain agnosticism will win

It also seems like people still haven’t caught onto how rampant value extraction strategies are as a result of transparent data. Seems like we see a lot of institutional money sideline specifically because they don’t want their proprietary strategies laying out in the open. We’re seeing frontrunning, mev, phishing, and targeted attacks scaling up with AI and agents. 

So I think private DeFi will start to heat up also. 

But yeah, this is Max fragmentation. There has to be a consolidation to real products at some point. Thoughts?