DeFi (100K total users)
Among the overlapping but distinctive themes of blockchain products, how to split our focus while going deep?
DeFi (with a good Explorer) and a ubiquitous Wallet is a primitive, like the carbs in the food pyramid — without DeFi, we cannot drive any tokenomics. Without an easy-to-use Wallet you churn users unfamiliar with Metamask. We lost in the NFT space to other chains, our community-driven projects (other than GameFi NFTs) are sadly crude, and our (consumer) community isn’t mature enough to understand (or value) membership-based, ownership-based or social-based NFTs based on their comments on Harmony’s 8x Blue BAYC purchases. Games becomes a “purpose-driven” or “pull” for users to start using our chain. The chain is fast, affordable and sharded, perfect as a game chain. Having DAOs run game guilds will be ideal. But even without DAOs, we can still build communities, off-chain game alliances and governance.