@dwr
4. A 0-to-1 new game that’s fun first and uses a novel, on-chain mechanic second. (Again, similar to Dark Forest, but with a more consumer-friendly experience.) I’m bearish on existing games adding crypto.
Nothing yet. Definitely a lot of building happening right now. @amitt @russia @skyoneer are all building here. I did a podcast on this a few months ago.
https://www.youtube.com/watch?v=S_APKKbq1Tg
5. A vertically-integrated DAO mobile wallet (think the Nouns app) with UI-tailored for governance, social, messaging, custody, etc.
Not yet. But /nouns is funding multiple Farcaster clients and @party is an interesting primitive and app for people to experiment here.
6. A winning ERC for soulbound NFTs, de-risking tech choice for builders and increasing composability.
Not yet. EAS is the closest thing to this, but hasn't really broken out. Coinbase is running an interesting experiment with it.
coinbase.com/onchain-verify
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