# Crypto Themes & Thoughts of 2023

> A living list of stuff I'm looking at through time. Definitely N.F.A., and "loosely held".

**Published by:** [serendipitously](https://paragraph.com/@serendipitously/)
**Published on:** 2023-02-20
**Categories:** crypto, themes
**URL:** https://paragraph.com/@serendipitously/themes-thoughts-2023

## Content

February 2023Because it seems their time has comeThese two feel like the most importantETH scaling with Layer 2, sometimes with privacy: Arbitrum, zkSync, Starknet, Aztec, Polygon Hermez,...We'll probably see relatively low-value-add L2s like we saw with Alt-L1s last cycle, where most of the TVL is the L2's own token. Those are likely not worth anyone's time.SmartContract Wallets, or Smart Wallets, or "the future of wallets" because "Seed-Phrases" kill adoption. Currently they're all "missing" something, but they'll get there.Check out Argent.xyz for the closest thing to the ideal experience (or linen.app, Safe (gnosis), Ambire, biconomy, Sequence, zallo.io, Pillar, Braavos or this article for other examples)This is InterestingPrivacy Tech:Aztec, Oasis, Stealth addressesZK proofs for privacy: Sismo.ioLiquid Staking: Lido, Rocketpool, and DVT (Obol)Modular setup & Shared Security: EigenLayer, Celestia, Cosmos, FuelSocial Experiments: Optimism & CantoSocial Networks: Lens, Farcaster, Nostr#RealYield: GMX et al.Regen: with VCM markets first (Klima)"pure information" assets (RWA) moving on-chain first: VCM, Indices (ie:QQQ is on Gains.Trade), Loyalty pointsProll'y BullcrapAI coinsMemechainsA new Alt-L1 for no good reasons (written in "move", higher TPS,...)

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