As the obsession around infra and degeneracy reaches fever pitch, I'm looking for recommendations on people or organisations who are covering exclusively or mostly applications and usecases (governance & social aspects of public blockchains also interesting, but we're past a critical point with applications)

Hey polynya, love your work.

Do you think that ETHs use case as money (and yield baring money)/SOV is enough of a usecase in itself to justify the existence of Ethereum?

And perhaps the issue is that the yield and economic security is paid for by "degeneracy" and net negative onchain activity?

>90% of ETH's value comes from its use as money, and speculating on its future use as money. It certainly justifies the existence of the ecosystem, to what magnitude remains to be seen.