shared GIS/spatial metadata: github.com/google/s2geometry www.kaggle.com/datasets/max-mind/world-cities-database en.wikipedia.org/wiki/Geographic_information_system we already have cheap EVMs, development for Ethereum scaling is locked in & compartmentalized, but does this global internet of value possess an open heatmap/bulletin board for any arbitrary exchange of goods & services? and I mean open as in the cost of indexing the local dispatcher is below the median daily expenditure. same with web3 social, from first principles. are a majority of online participants grouping together (frequently, cheaply, & unprompted) IRL to form deeper social graphs, is high-quality content getting indexed favorably on high-volume search engines, and is there enough conversion to keep the development of platforms in the public interest? Gaming could be a treasure trove of people casually blowing off steam & providing valuable input to a public good. Something like Dookie Dash copying an old-school flash game and slapping tokenomics on top doesn't cut it. Something that demands upfront purchase of NFTs like Stepn or Superlocal & rewards w/ some random token isn't sustainable. Aztec + zkrep is probably a trump card for DAOs. we haven't really seen groups of friends fundraise for REITs or SMEs, though that will be a huge catalyst for nimble teams to disrupt markets. we haven't really seen any major crypto projects deal with shipping or last mile usecases. the question is how crypto allows accountability with privacy, and tbqh I think the opportunity to invest in that dwarfs the collectibles & securities markets that we've seen in crypto so far. Perps are great for buffering volatility (like opyn's crab/zen bull), leverage is sometimes good for maximum cap (if checked by watchdogs constantly in zero-interest environment). Hopefully the market is efficient & risk-aware. same for liquid staking; hopefully post-shanghai is drama-free, and hopefully eigenlayer is bug-free.