Multicoin co-founder: The application layer is gathering a large amount of top-tier intellectual capital.

Odaily Planet Daily reports that Kyle Samani, co-founder of Multicoin and chairman of SOL Treasury Forward, posted on X that after watching all the videos from Breakpoint, his thoughts are:

1. Real-world assets (RWA) are flooding in, and the scale of RWA revolving loans on Kamino will be very large;

2. The new generation of hardware wallets far surpasses Ledger in design and user experience;

3. The application layer is accumulating a large amount of top-tier intellectual capital;

4. The design of perpetual contract DEXs is experiencing explosive innovation;

5. The number of vault managers is growing rapidly.