After speaking with some of the smartest minds and biggest players in the industry, one thing’s become pretty clear:

No one really cares about infrastructure anymore.

The spotlight has shifted to the application layer, the consumer-facing stuff, the actual use-cases. That’s where the real excitement is now.

Layer 1s that are stuck mid-curving this - obsessing over tech and ignoring everything else - are in trouble. The winners will be the ones doubling down on business development, marketing, and actively helping their builders with distribution.

Expect a wave of much more exciting use-cases over the coming years, the kind that could bring in a massive amount of new users.

Honestly, I wouldn’t be surprised if we start seeing apps valued in the tens of billions (or more), while L1 tokens slowly lose market share and fade into irrelevance.

Exciting times ahead, just don’t midcurve it.