Thread by @Darylloh2

Some insights I gained from @TaschaLabs ’s recent video.

I like her thought process/framework for crypto, being able to observe crypto in a more macro view that easily makes sense.

A thread:

✅ 1/ On blockchains:

- We can think about blockchains as nation-states with their own economies.

- A nation-state a thriving economy, built on sustainable growth, is hard to fall.

💡 Personal thoughts: We can try to evaluate which blockchains are built on incentives, compared to others that are built organically.

✅ 2/ On evaluating blockchains:

- We can use tools like @DappRadar to find out the number of projects built, RVL, total users, wallets, developers, transaction volume and market cap.

- More importantly, we need to find out the value accrual for each blockchain.

💡 Personal thoughts: where does the blockchain and native token gain value?

And how unique is the blockchain?

✅ 3/ Looking ahead to 2022:

3a - Cross chain solutions - After the growth and long-term viability of new nation states (blockchains), many of them need to communicate with each other via bridges.

3b - Blockchain gaming: Well aligned with the demographics of crypto natives, plus its network effects, incentives, and community, easiest to take off next.

💡 What are the projects that are well positioned to take on these trends?

Highly recommend watching the whole video too!

If you enjoyed these short insights and want more, feel free to follow and exchange ideas with me!