As an annual tradition, I always make three under-the-radar product trend predictions for the upcoming year. Let’s first recap to see how well I did last year before making my three predictions for 2023. 1. Vertical specific NFT marketplaces Verdict: It depends.
totally agree on ENS. One of the most durable moats in web3 and a rising star.
No fixed-rate shill? Notional and its industry peers are looking good. The whales I talk to have two objections to Notional: smart contract complexity & credit risk implied by liquidation engine. Great objections that will be overcome in time, and then only an amazing product/fixed-rate industry will remain.
totally agree on ENS. One of the most durable moats in web3 and a rising star.
No fixed-rate shill? Notional and its industry peers are looking good. The whales I talk to have two objections to Notional: smart contract complexity & credit risk implied by liquidation engine. Great objections that will be overcome in time, and then only an amazing product/fixed-rate industry will remain.
would be a nice gesture to disclose if you hold a non-zero bag on $ens.