DeFi (100K total users)
Among the overlapping but distinctive themes of blockchain products, how to split our focus while going deep?
Everybody seems to be doing DeFi - I don’t think the world needs more of it, and the train may have left the station to some extent. NFTs, in their widest definition, and Wallets, if/when built for normies, are in my mind what can help power up the onramp through an easier user entry point [the former being the what/why, the latter the how/where]. I am also a believer of DAOs and Gaming providing really interesting use cases for Web3 twists on the power of community (“new startups” for DAOs and “new multidimensional entertainment” for the latter) — but I have yet to see an example of either that truly stood out to me or went beyond the pure initial buzz of early-mover on a new tool.