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mayazi-1
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Is the age of AMMs over now that we have order books on-chain ?
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mayazi-1
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Stripe is making a huge play for an alternative payment network to tackle credit card networks through stablecoins without touching the banking system. They’re putting it together piece by piece, but the biggest variable is real world payment when a crypto wallet has to meet a POS at the store. Thats the big enchilada crypto infrastructure hasn’t been mature to tackle till recently. Mostly due to TPS & privacy. In the next year we’ll probably see several solutions offering POS middleware for stablecoins in a Venmo like model.
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I wonder what happens to all the AI/crypto projects when proof of AI comes to market with proof of reasonable work L1s
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AI is a new DeFi primitive that right now runs on existing primitives but will soon be its own DeFi
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The next anti trust will be when OpenAI makes WorldCoin contingent on logging into the paid version. The question is what their competitors (Gemini/Anthropic/Meta) use going forward to determine which users are real humans and which users are bots trying to SEO LLM results.
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A year ago a friend told me most modular L2s will end up as L1s. At the time that seemed like a stretch, but over the past year & Ethereum’s drama that path started to make sense. The introduction of real time proving materializes how that will look like.
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