11 areas of opportunity I am excited about after speaking with various VCs and founders at Token 2049 🧵
After a 2 year hiatus from tweeting, I have decided I am going to get more active on Twitter (X) again. I found my conversations at Token2049 in 2024 more interesting and inspiring than I anticipated, which has gotten me excited about several emerging categories in crypto.
Aug 29, 2022 • 23 tweets • 7 min read
1/ Cosmos Hub - A Rising Tide Lifts All Cosmos Boats 🚤🪐
Cosmos Hub is getting a major facelift and the entire ecosystem is underestimating it. My thesis is that the Cosmos Hub 2.0 upgrade, ICS & ICA will start a sustained bull market in the Cosmos ecosystem in 2023.
A 🧵
2/ First, some history. Cosmos Hub was the first Hub to be created using Cosmos SDK. Essentially, it was designed to show the world that the technology works. There was no clear roadmap for what it should do in the future. This was because the founding team dismantled very early.