Market Trend - The market has enough maximally decentralized chains, indicating that this vertical is largely won [1] - Chain and asset abstraction will drive distribution vehicles (apps, wallets, etc) towards performant environments as the market expands [1] Profitability & Valuation - Increased profits for apps are crucial [1] - Asset valuation in the ecosystem will be dictated by moneyness elements, trending towards stablecoin denominations and profit-generating applications [2] User Experience (UX) - Objectively better UX is a key factor [2] - Convenience, specifically dollar denominations, is important [2]