William Mougayar
@wmougayar
When evaluating the blockchain space, it is no different from the Web from an implementation perspective. It boils down to 3 interrelated segments: 1. Infrastructure 2. Services (on top of Infra) 3. Apps (on top of Services) Where are we in each (% readiness & completion) and which success / growth factors are key? 1. Infrastructure: Adoption, Tools, Openness, Performance. 50-70% 2. Services: Standards, Ease of Use. 10-20% 3. Apps: User experience, Value, Network Effects. 1-5% Some principles: Decentralization, Cost Effectiveness and Security are table stakes. Community is just a means to an end. Users matter more than community. Services must reach non-tech users, not just developers. Apps must bring something new we couldn’t do with Web2.
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Factor
@factorfi
Nice breakdown. DeFi is the perfect example - we've got solid L1/L2 infra but are still early on services that make it accessible. The gap between infrastructure and actual user-facing products is where the next wave of innovation needs to focus.
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Live Life
@grizlar
“Apps must bring something new we couldn’t do with web2” Sounds like Toby world on @base to me https://x.com/toadgod1017?s=21&t=K0Bad4ZEwyKk1o19i3M2ig
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