DeFi (100K total users)
Among the overlapping but distinctive themes of blockchain products, how to split our focus while going deep?
DAO’s are over-rated and has caused way more problems for Harmony than any good it has done. But, I want to be clear: Sam and team have done an amazing job. The problem is with their mandate and with the overall design, which was not Sam’s or his team’s doing. Defi is important, but on its own is not competitive enough. But, Gaming + Defi is the intersection where I think the growth will be going forward.
DAO (10k)
Games (1M)
NFT (500K)
Wallets (50M)