February 2023

Because it seems their time has come

These two feel like the most important

• ETH scaling with Layer 2, sometimes with privacy: Arbitrum, zkSync, Starknet, Aztec, Polygon Hermez,...

  • We'll probably see relatively low-value-add L2s like we saw with Alt-L1s last cycle, where most of the TVL is the L2's own token. Those are likely not worth anyone's time.

• SmartContract Wallets, or Smart Wallets, or "the future of wallets" because "Seed-Phrases" kill adoption. Currently they're all "missing" something, but they'll get there.

  • Check out Argent.xyz for the closest thing to the ideal experience (or linen.app, Safe (gnosis), Ambire, biconomy, Sequence, zallo.io, Pillar, Braavos or this article for other examples)

This is Interesting

• Privacy Tech:

  • Aztec, Oasis, Stealth addresses

  • ZK proofs for privacy: Sismo.io

• Liquid Staking: Lido, Rocketpool, and DVT (Obol)

• Modular setup & Shared Security: EigenLayer, Celestia, Cosmos, Fuel

• Social Experiments: Optimism & Canto

• Social Networks: Lens, Farcaster, Nostr

• #RealYield: GMX et al.

• Regen: with VCM markets first (Klima)

• "pure information" assets (RWA) moving on-chain first: VCM, Indices (ie:QQQ is on Gains.Trade), Loyalty points

Proll'y Bullcrap

• AI coins

• Memechains

• A new Alt-L1 for no good reasons (written in "move", higher TPS,...)