Prediction evidence

Quoting · 26 Aug 2023, 17:14 UTC · context given to the AI

thesis of solana + coinbase + op + consumer apps solana most undervalued chain by a long shot if you look at strength of teams building there now compared to 2 years ago + how far ahead it is technicals wise compared to other chains + resilience & strength of community at scale makes most sense to build apps here to target millions of users, really not close coinbase easily has most market share of any major exchange in the US, if crypto is going to win against the SEC & be able to trade in the states they are the major winner there + coinbase international launch w/ perps + coinbase custody w/ spot etfs + coinbase cloud business + by far most retail customers OP stack has best go to market for rollups live in public + strong BD onboarding w/ Base / a16z / worldcoin / others + support from ton of ppl in industry + issues w/ no fraud proofs & centralization are counter balanced by other things & can be fixed later have been saying since early 2022 that I believe this cycle will be the one where we see consumer apps in crypto outside of just DeFi, we have abundance of infra now & have proven PMF last cycle w/ success of some dApps on Ethereum, much less risky to make long term bets on crypto as an industry now for crypto to succeed tho will need apps that have more than just ~10k daily actives, reason am bullish friend tech / drip haus / others is that they have a chance at doing this sustainbly long term imo