I am increasingly bullish on TON every day. Here’s why:

1. Telegram will likely integrate TON more extensively than other blockchains since they hold TON. They makes TON just one click away for users compared to other blockchains.

2. People open social apps like Telegram multiple times a day. The Telegram mini-apps marketplace is growing, providing more opportunities for TON integration.

3. Although TON's tooling (smart contract language, dev tooling, RPC) and bridging are currently lacking, these issues are fixable.

• TON: Pantera's Largest Investment Ever

• TON = Apple iOS, Every other Chain = Blackberry (substack.com)

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Base

Base is unmatched in user experience compared to any other blockchain. They've introduced Smart Wallet, lowered gas fees weekly, sponsoring gas for users, and created MagicSpend. Base has been growing rapidly. Most layer-2s that haven't gained critical mass adoption are going to zero.

Ostiumlabs

I'm bullish on Ostiumlabs. The first versions of RWAs on chain will likely be perpetuals rather than tokenized versions. Most communities trade with 10x to 100x leverage because price actions are slow, so traders expect large leverage. The two main issues here are getting community prices on-chain and allowing users to take large leverage.

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Crypto On/Off Ramps

Crypto on/off ramps are still not user-friendly. However, Moonpay x PayPal partnership is a positive step. We need more such partnerships to reduce friction between fiat and Web3.

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Bitcoin NFT Sales

Bitcoin NFT sales volume growth is impressive, currently holding 42% market share and growing 75% QoQ, mostly in the past 5 months. Taproot is also improving, and stablecoins will soon be available on it.

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This chart makes me bullish on projects building on Bitcoin. Despite the lack of tooling, the opportunity is enormous.

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Ethereum

Builders currently get a 12s monopoly on which transactions to include. With MaxEB (32 ETH to 2,048 ETH), we get shorter block times, reduced toxic flow, harder sandwiching, and slightly lower fees. a huge improvement for Users. - Bullish MaxEB

Blockchains will be the balance sheets for assets and Coprocessor will be the compute layer for all blockchains. In a way Layer2s are Coprocessor built for specific blockchains they are not apart from general Coprocessor, but layer2s fragment the assets btw to blockchain not Coprocessors.

See U Next Week!