2022-05-31 10:48:01
«As part of our strategy for FVIII, we have developed several operating assumptions about what the world will look like in 2030:
-Blockchains have 1-3Bn MAUs
-DeFi has $10Tn in TVL
-1M developers building on blockchains globally
-Blockchains scaled to <10C cost level at 1-3Bn MAUs
-P2E games become the largest employer of human beings globally
-5-10 P2E games with 100M+ MAU
-Many people known to others by their alts as opposed to their real name/identity
-10 DAOs manage over $100Bn each
-A smart contract hack worth $10Bn+ occurs
-DeFi remains the largest vertical by revenue and profit share
-DeFi derivatives and spot markets have larger volume than CeFi
-Most centralized exchanges route liquidity to KYC-Fi
-Most existing digital marketplaces move on-chain
-Most social media networks and interactions exist on-chain
-Crypto will financialize most existing Web2 use cases, replacing ad-based monetization with tokenized attention loops
-Global policy on crypto shifts positively, manifesting in an “Al Gore of crypto”
-The most valuable assets on-chain will be tokenized, massive ML models
-Blockchains become the de facto venue for issuing sovereign debt
-A medium sized nation forks Worldcoin and takes the founders cut
-Governments issue on-chain UBI to people who complete blockchain tasks
-The top MEV searcher group in the world earns yearly profits in excess of $1Bn
-The most popular global sports team is an on-chain gaming guild
-Most SaaS businesses have their own L2 on Ethereum, replacing their public-facing API
-The most valuable individual art pieces are on-chain»
https://framework.ventures/blog/?slug=framework-ventures-iii-the-end-of-the-beginning
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