Thoughts On The Most Likely Endgame For Layer‑1 Blockchains
Main Idea
The article discusses the unpredictable nature of technology adoption, particularly in areas like Layer-1 blockchains, AI models, and financial rails, which often do not follow a straightforward trajectory.
Key Points
1. Tech adoption, such as Layer-1 blockchains, AI models, or financial rails, rarely follows a neat, predictable curve.
2. The process of technology adoption is typically messy and unpredictable.
3. The article references insights from an ex-trading desk at a traditional finance bank and the Head of Investment Research at KRI.
Description
Summary Given the patterns for tech adoption, what is the most likely outcome for adoption in L1s? Tech adoption - like Layer 1 blockchains, AI models, or financial rails - rarely follows a neat, predictable curve. To think about the likely outcome, it helps to break adoption into three phases. The most likely outcome between 2025 and 2030 is a multi-chain landscape with clear specialization. Given the patterns for tech adoption, what is the most likely outcome for adoption in L1s? This is a sha...
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