Devin Baker

By 2027 crypto has reached over 2 billion users and surpassed $30 trillion in total market value. While I’d prefer to continue postulating on new use-cases and emerging behaviors this technology enables, the goal of this exercise has always been to project the most likely outcome given the priors. The excitement and novelty of new developments thro... See more

If your brand isn’t doing everything you hope, it might be because your organization isn’t doing the work that the brand could or should or might promise it does.

Interestingly, Ethereum’s rollup-centric roadmap is implicitly a gambit in this direction. ETH is sacrificing REV to its L2s rather than capturing it all to itself, in return for spreading the moneyness of ETH the asset. It’s unclear if its L2s will win out, or if they’ll continue to aggressively use and spread ETH in the future, but it’s clearly t... See more

The integration wasn’t as hard as I thought it would be. It mostly just required me to surrender, to accept being (at least temporarily) misunderstood as the price for being seen. And realizing that, the more I opened myself up to where I was, the more at home I felt, and the better job I did sharing the treasures I had found on my journey.

It is a ... See more

The hype cycle is now in full swing. Gensler is a lame duck sitting SEC Chair and it’s clear he won’t be back when his term ends in 2026. While the CFTC hasn’t officially been deemed the regulator of choice for crypto, it’s evident that’s now just a formality; the United States averts what was previously viewed as an existential threat.

All of the ... See more

While the tech, tech adjacent, oil and gas, commodities, food (real / hard assets and real production) etc kind of industries and surrounding industries plus the govt will continue to boom, the tech infrastructure will continue to reign supreme worldwide.

And now, I think what comes next is real consumer tokens. Tokens that combine the expansive ambitions of top infrastructure projects, with the belief systems, cultural value, and social properties of memecoins. Tokens connected to product and social experiences that people actually care about instead of vaporware. Tokens from projects that are tryi... See more

By 2028 NFTs will be analogous to the United States’ huge underground salt caverns that store crude oil reserves. Mountains of financial, health, education, social, gaming & behavioral data will be widely accessible. Some individuals (<10% of the United States population) will be running their own local models on a tapestry of on-chain &... See more

Rollups depend on Ethereum for security and decentralization , while Ethereum depends on rollups to expand the economic activity of the ecosystem .