100M Gen Z
Among the addressable markets and their differing sizes, who should we be serving?
Personally I feel like the space is ripe for the switch from tech & infrastructure into concrete end user applications (particularly given the somewhat stellar conjunction of opposing forces, ie. all-time mainstream buzz/noise and winter markets) — and to me the only ones who can truly be the catalysts for change & adoption are 1) developers and 2) creators, so I’d really double down on them (VS spreading efforts and resources too thin). Whichever chain(s) will be able to fuel the most compelling consumer applications the fastest — be it through a solo-player concrete utility case (moving beyond pure financial speculation/investment) OR a thriving community (fanbase, followers, mission-led micro-investors and ambassadors) that finally shows how Web3 can altogether empower them in a whole new way — will have the upper hand. Users go where real, self-evident utility is. And investors and traders will follow where users go. The reason I kept the 10-10 on GenZ and Underbanked is simply bc I believe there’s value in “optimizing” a protocol for specific audiences and use cases - be it at a brand level or at an infrastructural level - both to stand out in an OCEAN of protocols as well as to enable what feels different/unique from a development standpoint.