State of Consumer Crypto

The article argues that crypto needs more consumer apps, since most of the ecosystem's effort has gone into infrastructure, and that the consumer is the only route to onboarding large numbers of people. It says the infrastructure is now largely in place on EVM and SVM, pointing to Lens Protocol and Farcaster on EVM and to recent Solana releases such as generalized zkCompression, the SVM API and Firedancer. It contrasts Farcaster's product-led growth, where its team runs the main client Warpcast, with Lens's approach of recruiting founders, and it warns that token incentives should be a cherry on top rather than the main draw.