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Interesting reading this 4 months on and seeing a lot of the same patterns still... rapid switching between narratives, zk everything (more recently at ethbarcelona, ethcc, etc), misgivings about tradfi rails...

I get the feeling we're in a kind of purgatory until these products mature and more clarity comes regulation-wise. Everyone's asking what will drive the next wave of adoption but it's still hard to find a clear driving narrative.

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