DeFi (100K total users)
Among the overlapping but distinctive themes of blockchain products, how to split our focus while going deep?
For me, the underlying question is: what will drive meaningful transaction volume and user adoption? DeFi, NFTs, and Games have emerged as the most successful use cases for this, and a well designed and implemented wallet is helpful for bringing users in (weighting attributed accordingly), but I think adoption decisions need to be driven by understanding the potential for impact, with alignment to one of these categories as a secondary consideration. I view DAOs as a means to an end, and one that is still in early phases. Onboarding DAOs for projects that would not otherwise contribute to transactions or onboarding should be deprioritized; I see the investment in DAO tooling as an investment in the future, but one which should be decoupled from immediate user acquisition strategies