I don't think crypto has a demand problem. Everyone would be using crypto if the tech was actually good.
The demand is basically infinite and it's next door.
No scale is enough, and horizontal scaling always outpaces vertical scaling at global scale.
Biggest Q is what will happen where. Can all on chain finance fit on a single chain?
Different answers depending on who you ask.
But on the off chance it's not all low latency / high demand for colo finance, and it's stables, mortgages etc -- will it all fit?
Guess we will find out!