Tengji Zhang

Ownership: easiest information to capture on-chain and associated with an individual's identity

Illia (NEAR):  Anatoly's point is right that you can't  parallelize games or markets.  However, markets you might be able to  by splitting orders with a fully sharded  DEX

Governance Participation: Identity information generated through on-chain governance participation. It tells us what does the individual involve with.

Ethereum will probably be the most valuable chain because that’s where the money is.

Stable coin can have advantage over fiat money in the long term, especially in use cases like international transfer.

Trillions of TradFi money is still trying to get into crypto. Fear of breaking regulation is slowing them down. Bullish for crypto asset.

Ethereum is New York City; it is a happening place with the biggest DeFi protocols, the most TVL, the hottest DAOs and NFTs, but it is expensive. You scale by "building up skyscrapers" using L2 chain or "building out satellite towns" using interoperability networks that serve as highway connecting them.

Application-specific blockchains will remain niche.In the physical world, transportation accounts for almost half the GDP of housing. If we see anything like that in crypto, cross-chain bridges will become extremely valuable.