@vkcs
I wrote a long thesis on this.
In my opinion,The bull case is - after defi, blockchains should focus on data and the data economy.
DePins are great in getting real world data onchain.
https://twitter.com/csvarun26396/status/1708809323437240452?t=Ln7446gUymOXRJtRSgnDIg&s=19