Tengji Zhang

Future of Smart Contract Platforms Gün (Avalanche):  A one-size-fits-all blockchain will get  dominated by whoever can pay the  highest fees (the DeFi folks)  They will crowd out everyone else

On-chain identity matter because current professional identities are uninformative and rely on trust instead of verification.

NEAR is San Francisco — built for web3 techies who believe sharding is the only way forward towards scalability in the long-term.

Avalanche is Chicago: trying to be the next Wall Street, but newer, cheaper, more aggressive. It specializes in finance and trading. 

Naval

• This likely leads to consolidation of info  onto 1 or a few chains