Evolúcia kryptomien
David Stancel
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Lessons learned I.
- There is just one Bitcoin
- Yet, (some) altcoins are justified
- Bitcoin is not so censorship-resistant as we hoped --> Blockseer
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Bitcoin is not so privacy-preserving as it should
- Paypal, Coinbase, CashApp are effectively Bitcoin's 2nd layer
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Lessons learned II.
- There are more instances of Etheruem Virtual Machine.
- There is much more competition for ETH than for BTC
- L1 smart contract platforms may effectively by Ethereum's L2
- In Etheruem, hiccups are to be expected
- Dapps are still highly risky
- Yet, ETH might become "decent" money in the future
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Lessons learned III.
- Liquidity in DeFi does not stick
- DeFi projects are highly risky
- Sharding may break/distort DeFi composability
- New DeFi ecosystem do emerge - Polkadot, Cosmos, Avalanche
- DeFi has potential
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www.fumbi.network
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