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The Wallet Wars: Apps vs Infrastructure | Roundup

Bell Curve

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Building a Shared Sequencing Layer

The paradox they're going to find themselves in is like the best way to like build a shared sequencing layer is probably to have your own L2 that's big. I don't know if you guys have any thoughts or that's just a little too wonky, but I do think like fragmentation of the mempool is going to be a pretty big theme in in the coming years. You'll have public, you'll have private, you will have frankly by different use case by NFT, by long tail by blue chip. Like there's just so many different ways that you can slice it and frankly like different economic models work better for different types of trades, different types of transactions, etc

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