Can Zora’s Model Work? | Round Table

Bullish:

• $APPREVENUE - App revenue is outperforming blockchain revenue across multiple chains, suggesting the market may be underestimating the success of apps in generating revenue.

  • “So, again, we see that the apps are doing very, very well. And I just feel like the market is, like, unaware of this at at times.”

    Dan·53:35
• $MEME - Meme coins are viewed as one of the most successful products in technology markets, despite controversy surrounding their legitimacy.

  • “Meme coining is one of the most successful, products in the history of technology markets, and you're all gonna have to deal with it.”

    Danny·57:38

Bearish:

• $ZORA - There's skepticism about the future viability of businesses launching meme coins, particularly in reference to Zora's token strategy.

  • “In 2025, I do not think you can have a business and launch a meme coin associated with that.”

    Dan·39:56
• $CONTENT - There's a belief that content itself has no inherent value in the digital age, with platforms that curate content capturing more value than content creators.

  • “I think that the bigger problem, though, is just, like, content is worth zero.”

    Danny·0:00
• $INTEROP - There's a shift away from blockchain-level interoperability solutions, with individual apps increasingly solving interoperability for their specific use cases.

  • “Like, there was so much talk for such a long time about, like, really solving interoperability. But what I find interesting is that more and more, it seems like all the apps are just gonna solve interoperability for their particular use cases more so than the underlying chains will.”

    Ryan·55:34