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Andrew Huang ⚡️⛓️
This was the thesis for starting Conduit in late 2022…
Apps will continue to build their own chain and/or build a tight ecosystem around them.
1. Successful apps provide a moat to their ecosystem
2. Powerful infra is ubiquitous
3. Full control on customization
4. Value capture (gas+MEV)
6.8. klo 04.42
think we’re going to see start seeing many more of the hybrid platform approach like Hyperliquid where you build both:
- general platform for others to deploy on
- the core killer app(s) on it
3,21K
Have been saying this since 2023… Apps are in the drivers seat
Apps will continue to build their own chain and/or build a tight ecosystem around them.
1. Successful apps provide a moat to their ecosystem
2. Powerful infra is ubiquitous
3. Full control on customization
4. Value capture (gas+MEV)
6.8. klo 04.42
think we’re going to see start seeing many more of the hybrid platform approach like Hyperliquid where you build both:
- general platform for others to deploy on
- the core killer app(s) on it
241
We have reached a saturation point on new undifferentiated chains
Chains must differentiate on gtm and applications…
Fortunately many teams adjusting now
1.8. klo 19.09
We reached an L2 saturation point:
Aave deployed on 16 chains, but the new deployments are operating at a loss (Soneium, Celo, Linea, zkSync, Scroll).
As a result, Aave is unlikely to deploy on Bob BTC L2, even though it passed the temp check vote.
Now, a proposal on the Curve forum suggests cutting all future or ongoing L2s.
Reason? They generate barely $1.5k USD in fees while costing the team financial and time resources.
Real tough time for undifferentiated L2s.
6,85K
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