Balaji Srinivasan - Crypto Applications

  • Blockchain is a database for things of value
  • Bitcoin is a protocol and payments are now packets.
  • What this means is that machines can now hold and send money.

Blockchains

  • 10x better than gold, faster to transport, lighter
  • 10x faster than SWIFT
  • 10x larger than kickstarter, ICOs
  • 10x faster than Delaware, Solidity means fractions of seconds to "incorporate"

Blockchains have already created a lot of wealth

  • Coin founders
  • Miners
  • Exchanges
  • Crypto startups

Blockchains means you have a choice of who to trust.

  • Can trust either a bank, the chain or your computer

Blockchains break network effects

  • You can give tokens to your users which have an upside (equity-like) hence the incentive for a user increases even if the network is smaller.

Stuff that could be big in 2025

  • Privacy coins and privacy features -- add a layer of privacy over bitcoin, private transactions on a public blockchain
  • lending and interest -- compound and maker
  • scaling -- trying to scale blockchains
  • Decentralized cold storage -- Casa
  • SaaS-for-gas Starkware
  • Insurance -- Opyn, nexus mutual
  • Multiwallets - MyCrypto
  • Security - ZenGo
  • New financial instruments - Fomo3D, PoolTogether
  • Blockchain games
  • Crypto social networks -- Voice, Twetch
  • Decentralized DNS
  • Automated market making -- Uniswap, Kyber Bonding Curves
  • Decentralized identity - 3box
  • Personal Tokenization
  • Mutuals and Guilds -- Moloch, Gitcoin
  • Founder's rewards -- Zcash, BCH
  • On chain dev bounties -- Tezos
  • Clients for dApps -
  • Dev tools
  • DAOs - Decentralized Autonomous Organizations
  • Community owned organizations

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