I think what I'm most maybe not excited to watch is kind of how the Ethereum modular ecosystem evolves, right? Like, we know that Cosmos has, like, this App Chain first thesis. Right now they're all monolithic chains, and you're going to have individual monolithic chains with any chain security. You want to kind of see these application-specific roll-ups come into the picture. It's really just the level of permissionless innovation on top, and kind of, like, what's permission?
Host and Co-founder of Delphi Tom Shaughnessy sits down with Can Gurel and Ceteris of Delphi Digital Research's Infrastructure team to discuss their Year Ahead for Infrastructure Report.
Themes covered include
- Recreating the centralized exchange experience on chain.
- Modular vs monolithic
- App-specific vs general purpose
- Developers choosing which chains to build on and why
- Developer vs consumer build mismatch
- IBC and the future of bridging.
- IBC to Ethereum
- Chainlink as an important player in cross-chain interoperability for EVM chains
- MEV considerations across Ethereum, Cosmos and other chains.
- Wallet Wars; quest to become the superapp (Standard Wallets vs Smart Contracts vs MPC Wallets)
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