@wmougayar
When evaluating the blockchain space, it is no different from the Web from an implementation perspective. It boils down to 3 interrelated segments:
1. Infrastructure
2. Services (on top of Infra)
3. Apps (on top of Services)
Where are we in each (% readiness & completion) and which success / growth factors are key?
1. Infrastructure: Adoption, Tools, Openness, Performance. 50-70%
2. Services: Standards, Ease of Use. 10-20%
3. Apps: User experience, Value, Network Effects. 1-5%
Some principles:
Decentralization, Cost Effectiveness and Security are table stakes.
Community is just a means to an end.
Users matter more than community.
Services must reach non-tech users, not just developers.
Apps must bring something new we couldn’t do with Web2.
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