The current 'Big Themes' happening right now: - @HyperliquidX USDH and @megaeth_labs $USDm are using external service providers to create native stablecoins - How will Tempo impact the industry? - Livestreaming + Marketplaces are fun (PumpFun, Polymarket) - Incumbents have lots of power (Robinhood, Stripe, Polymarket) - More clarity around Tokenized Stocks is needed. Are centralized sequencer L2s DOA for onchain securities? ======== What else is going on that's worth paying attention to?(David Hoffman)