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,...)
