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My general crypto thesis is that tokenization of currently illiquid, paper assets and formation of markets is the big theme - not currencies, payments, etc. The reference class is eBay/Uber/AirBnb, not gold/USD/PayPal. Here's some support:https://twitter.com/sbmckeon/status/1000004018666553344 …
So, blockchain is fundamentally an @agoric technology, not a monetary one. Money is an important marketplace, enabler of marketplaces & blockchain's first killer app. But most future growth will be what I call "markets eating the world", not monetary innovation.
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