X @Bankless

Privacy & Security - Institutions require privacy for onchain activities, viewing it as a prerequisite rather than an option, similar to dark pools in traditional markets [1][3] - Zero-knowledge technology is gaining traction for daily onchain actions, supplemented by Trusted Execution Environments (TEEs) for enhanced security [2] - Multi-Party Computation (MPC) and Fully Homomorphic Encryption (FHE) are promising but not yet ready for production use, though efforts are underway to improve security standards and address talent gaps [2] Tokenized Markets - Tokenized stocks, like Robinhood's and BackedFi's xStocks on Solana (SPY, NVDA, TSLA), are attracting attention, but the industry views them as initial steps [3][4] - The real potential lies in using tokenized assets as collateral and integrating them into yield-generating activities [4] - Tokenized commodities, such as uranium and gold, are generating significant interest due to the benefits of 24/7 settlement and fractional ownership [4] Mobile-First Approach - The industry is shifting towards mobile-first applications, recognizing that most wallet activity now occurs on phones [5] - Mobile-first design prioritizes speed, clarity, and gamification, as demonstrated by perps apps like LootbaseX and DexariDotCom on Hyperliquid [6] Industry Outlook - The crypto industry is focusing on solving coordination, compliance, and consumer design challenges rather than solely on architectural debates [6] - The key question is how quickly blockchains can become usable, private, and portable to support serious use cases [6]