1. DeFi options will explode in popularity when volatility returns
As we saw with Robinhood’s revenue in 2021, there is huge potential for revenue in the options trading space. Robinhood earned $363M net revenue from fees in 2021 ($52M equities, $48M crypto, and impressive $163M options),
However, for DeFi options to become mainstream, the user experience needs to improve and become mobile-friendly.
In addition, there is currently a huge knowledge asymmetry when it comes to options trading due to their complexity. This could translate into massive revenue for whoever manages to create a user-friendly and accessible DeFi options platform, similar to what Robinhood has done for retail option rading.
I am keeping an eye on projects like $RBN, $DPX, $LYRA, $HEGIC, and $PREMIA, but we are not quite there yet.
2. Growth of ‘Modular blockchain’ narrative
Modularity is a key concept for blockchains to finally scale, and I believe we will see a growth in this narrative in 2013.
Companies like Celesti…