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ZK is the endgame Every single chain that needs scale will upgrade to being validity proven, or be obsoleted It's a straight up >1,000x improvement in performance, cost, efficiency & composability - 0 compromise Anyone still FUDing are like horsemen FUDing automobiles in 1900

I believe, today, Tezos has the best technical infrastructure roadmap in crypto: - Fully decentralized WASM rollups already live in production, no add'l assumptions beyond Tezos itself - EVM-on-WASM in the works, but it can be anything really that compiles to WASM (1/4)

Not to belabour the point, but blockchain protocols should not be designed for the average case, but for the absolute worst-case, extreme scenarios. The only way to achieve this is true peer-to-peer protocols with consensus and access formed in homes and by individuals.

The ultrasound money cult is missing the forest for the trees Tx fees are a low quality demand driver - extremely volatile, very seasonal with unsustainable spikes in mania times (btw, manias diminish as protocols mature) Further, it has a very limited TAM relative to...

Exponential scaling roadmap through modular architectures. As an example: rollups on Ethereum alone. Not validiums, not volitions, not state channels on rollups - just rollups fully secured by Ethereum. In TPS, inner bound DeFi trades, outer ERC20 transfers. Sky's the limit.

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Sorare is an often-forgotten example of application-centrism & endgame crypto UX, with millions of users and hundreds of thousands MAUs To the undiscerning user, it's basically "web2", everything is instant, there are no fees, use credit cards (or crypto if you choose) (1/3)

Absolute legends! Just one nitpick: Optimism can already grow >1,000x in usage - but the issue is gas fees are too high at ~$1 (and it's beta) Mini-danksharding resets gas fees on Optimism and most ORs to ~zero, so they can start growing and building usage from there

Here's a showerthought, "enshrinement trilemma" Haven't given it any further thought, but enshrining features into Ethereum to solve for capture-resistance may come with its own set of trade-offs - there may be a "right time and right design" to do it

The critical problem with dumb DA layers is very simple - they are using inflation on a worthless token to maintain the most abundant & commodified resource, with no monetary value accrual mechanisms This is a significantly worse & unsustainable design than monolithic chains

In '21, my expectation was rollups would mature around late 2023 / early 2024. Some app-specific L2s are already there, and I think Arbitrum will make it But I'm now expecting well into 2024 for most smart contract L2s There's a lot of work to be done, let's stay grounded

I want to know more about this! A couple of years ago, I had suggested validiums that verify validity proofs on Ethereum, but post data on Solana, this could potentially be a great solution. It's a better solution than dumb DA layers because SOL has economic value tied to its L1

Application-centricism: You envision and build a useful application that doesn't yet exist Not "oh, what can I build in X chain ecosystem?", "Y szn starting, build something in that space" or "Z chain foundation paying out big money" Use whatever infra makes sense for it

One of the appeals of tabletop RPGs is the gamemaster, who brings a dynamic and human element to the experience. Of course, videogame RPGs have their own gamemasters, but they are often just the game's developers. I'm curious to explore if blockchains can expand the GM role...

The interesting challenge is designing onchain game anti-sybil: mechanisms humans are uniquely positioned build reputations upon. Today, the biggest challenge for bots/ai is emotional context. This is another reason why storytelling can be such a great game mechanic

ZK is the endgame Every single chain that needs scale will upgrade to being validity proven, or be obsoleted It's a straight up >1,000x improvement in performance, cost, efficiency & composability - 0 compromise Anyone still FUDing are like horsemen FUDing automobiles in 1900

I believe, today, Tezos has the best technical infrastructure roadmap in crypto: - Fully decentralized WASM rollups already live in production, no add'l assumptions beyond Tezos itself - EVM-on-WASM in the works, but it can be anything really that compiles to WASM (1/4)

- 30 -

The ultrasound money cult is missing the forest for the trees Tx fees are a low quality demand driver - extremely volatile, very seasonal with unsustainable spikes in mania times (btw, manias diminish as protocols mature) Further, it has a very limited TAM relative to...

Not to belabour the point, but blockchain protocols should not be designed for the average case, but for the absolute worst-case, extreme scenarios. The only way to achieve this is true peer-to-peer protocols with consensus and access formed in homes and by individuals.

The critical problem with dumb DA layers is very simple - they are using inflation on a worthless token to maintain the most abundant & commodified resource, with no monetary value accrual mechanisms This is a significantly worse & unsustainable design than monolithic chains

One of the appeals of tabletop RPGs is the gamemaster, who brings a dynamic and human element to the experience. Of course, videogame RPGs have their own gamemasters, but they are often just the game's developers. I'm curious to explore if blockchains can expand the GM role...

Here's a showerthought, "enshrinement trilemma" Haven't given it any further thought, but enshrining features into Ethereum to solve for capture-resistance may come with its own set of trade-offs - there may be a "right time and right design" to do it

Absolute legends! Just one nitpick: Optimism can already grow >1,000x in usage - but the issue is gas fees are too high at ~$1 (and it's beta) Mini-danksharding resets gas fees on Optimism and most ORs to ~zero, so they can start growing and building usage from there

I want to know more about this! A couple of years ago, I had suggested validiums that verify validity proofs on Ethereum, but post data on Solana, this could potentially be a great solution. It's a better solution than dumb DA layers because SOL has economic value tied to its L1

Sorare is an often-forgotten example of application-centrism & endgame crypto UX, with millions of users and hundreds of thousands MAUs To the undiscerning user, it's basically "web2", everything is instant, there are no fees, use credit cards (or crypto if you choose) (1/3)

Exponential scaling roadmap through modular architectures. As an example: rollups on Ethereum alone. Not validiums, not volitions, not state channels on rollups - just rollups fully secured by Ethereum. In TPS, inner bound DeFi trades, outer ERC20 transfers. Sky's the limit.

Application-centricism: You envision and build a useful application that doesn't yet exist Not "oh, what can I build in X chain ecosystem?", "Y szn starting, build something in that space" or "Z chain foundation paying out big money" Use whatever infra makes sense for it

In '21, my expectation was rollups would mature around late 2023 / early 2024. Some app-specific L2s are already there, and I think Arbitrum will make it But I'm now expecting well into 2024 for most smart contract L2s There's a lot of work to be done, let's stay grounded

The interesting challenge is designing onchain game anti-sybil: mechanisms humans are uniquely positioned build reputations upon. Today, the biggest challenge for bots/ai is emotional context. This is another reason why storytelling can be such a great game mechanic