Below are some loosely-held beliefs I have about what will happen during this crypto winter / build cycle.
The Merge is successful and energy use meme goes away.
One of the Ethereum L2s breaks away from the pack, de-risking tech choice for builders.
More practical implementations of zero-knowledge proofs (e.g. Dark Forest) enabling consumer use cases, e.g. trustless anonymous polls or token-enabled experiences.
A 0-to-1 new game that’s fun first and uses a novel, on-chain mechanic second. (Again, similar to Dark Forest, but with a more consumer-friendly experience.) I’m bearish on existing games adding crypto.
A vertically-integrated DAO mobile wallet (think the Nouns app) with UI-tailored for governance, social, messaging, custody, etc.
A winning ERC for soulbound NFTs, de-risking tech choice for builders and increasing composability.
Emergence of a credible, centralized startup that issues and maintains on-chain and off-chain credentials that dramatically pulls forward adoption by a few years.