ilmscore | Crypto Adoption Hits Record Highs: a16z's Latest Predictions

Predictions from this Video

Total: 3
Correct: 0
Incorrect: 0
Pending: 3
Prediction
Topic
Status
USDC may gain market share from USDT if it becomes the preferred choice in regions where USDT faces compliance issues.
"its lead over Circle could shrink if usdc becomes the default choice in jurisdictions where usdt is deemed non-compliant"
USDC vs USDT Competition
Pending
The aggregate demand for ETH from fees on L2s could potentially offset the reduced fee activity on Ethereum's mainnet, as most L2s utilize ETH for fees and collateral.
"almost every single layer two on ethereum leverages eth for fees and also as collateral in its D5 protocols with enough adoption it's possible that the aggregate demand for eth arising from fees on its layer 2os will be enough to offset the absence of fee activity on the layer one"
Impact of L2s on ETH Demand
Pending
Demand for ETH as collateral on Ethereum's L2s is expected to significantly exceed demand on the mainnet due to lower fees on L2s.
"it's likely that the aggregate demand for E's use as collateral on ethereum's layer 2os will far outweigh the same kind of Demand on ethereum itself precisely because ethereum has high fees and ethereum's layer 2s do not"
ETH Collateral Demand on L2s
Pending