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Crypto & wealth inequality, NFTs' current & future utilities, deFi's competitive advantages
Bull case for DeFi, investing in layer 1 blockchains, real estate NFT, & bear case for Axie Infinity
Layer 1 blockchains as the new nation states, pricing L1 crypto tokens, & unbundling of money
Alt L1s vs Ethereum L2s, meme coins, VCs in crypto, open-source culture & 2022 investment theses
Positioning for crypto bear markets, decoupling from bitcoin & nature of blockchain revolution