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Great article, tend to agree with the main points. Curious--why are you bearish on AVAX even though it is also an EVM chain? The others I tend to agree (weaker ecosystems and a barrier to entry bc they aren't fully EVM friendly).

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Thanks for the kind words and question. I don’t see any unique dapps building on avalanche, subnets seem to have lost early momentum, and Trader Joe is branching to Arbitrum. Emin also has rubbed the community the wrong way and I don’t see him as a leader to unite the masses. Finally, the stench of 3AC is hard to get rid of.

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Adam--you're an exceptionally learned person in this space, and a complex thinker, outstanding writer, teacher, optimist and most importantly SIL!

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Awesome read! Gave me hope for the upcoming year. Some solid projects. Now just gotta make it till then lol

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Gg

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