What I'm exploring
Not endorsements. Notes from actually using the thing.
Layer 1s
Parallel execution is the interesting part, not the TPS number on the banner.
Cross-chain infrastructure
Modular DA only matters if rollups actually get cheaper for real users. Watching costs.
Restaking economics are elegant on paper. Risk layering is the thing nobody prices properly.
DeFi
An app-chain built around one product done well. Execution quality is obvious in the UX.
Web3 applications
Distribution beats novelty. Consumer apps here ship faster than anywhere else I test.
Privacy
Private compute is the missing layer. Developer ergonomics still decide adoption.
RWA
Tokenized treasuries are the first RWA product that actually found demand.
AI
Incentivised machine intelligence: fascinating design, hard to verify quality onchain.
Testnets
Ran the testnet through a full session. State-minimised design feels genuinely different.
Stablecoins
Stablecoin yield is now a distribution war, not a mechanism war.
Autonomous systems
Agents that hold keys are the most underrated risk surface in crypto right now.
Proof-of-liquidity aligns validators and apps. Long-term incentive decay is the open question.