I'm becoming more and more certain about one thing. The formula for future breakout applications on-chain is 'chain abstraction + X.' Chain abstraction itself isn't a product—it's just an attribute. And X could be meme trading, perpetual contracts, or social interactions. These needs have already been validated; the only thing missing is reducing user friction to the absolute minimum. Whoever achieves this first will win over this wave of users. FOMO is the perfect example. It didn't create new demand; it simply turned existing demand into something that feels like the chain isn't even there. But if this judgment holds true, the real long-term winners won't be apps like FOMO. Instead, it'll be the two foundational layers beneath all applications: ▌@RelayProtocol: Cross-chain settlement and routing layer ▌@privy_io: Wallet and account infrastructure for developers The logic is just like a gold rush. The application layer iterates incredibly fast—today's FOMO could be replaced by a better app tomorrow. But every single application has to pass through the same two checkpoints: cross-chain settlement and account custody. Winning at the application layer is a probability game; selling shovels is guaranteed income. What's even crazier is that from FOMO to Relay to Privy, the same group of investors is behind them all. Relay and FOMO share investors: Archetype, Coinbase, and USV All three share investors: Coinbase, Archetype All I can say is, the world is one big Shandong. FOMO link - https://fomo.family/r/iamyourchaos