#EthCC in Cannes was an aggressive social dream. My takeaways here, a 🧵 ->>

Builders were the largest cohort, sanely and steadily building real value for their communities. Companies that excite me here include: @gensynai @syndicateio @bagelopenai @WildcatFi @AlloraNetwork @neutron_org @ston_fi @biconomy and more.

It was really encouraging to see the increased presence from the @ethereumfndn. Post Pectra, they truly have turned over a new leaf, developing 8 new divisions including go-to-market, research, and incentive programs make it easier than ever to troubleshoot app builds.

Large Fintechs are shopping for younger businesses. The @privy_io and @DeribitOfficial acquisitions turned heads of young companies looking to partner for the next phase of growth at reasonable prices. watch here.

@RobinhoodApp's announcement with @arbitrum brought new fervor to the usefulness of L2s, and reignited an impt discussion on the value add of L2s beyond new money. The arms race continues. Revenue and fee-generating protocols were top of mind, who'd have thought? 🤯

Side events were plentiful, but I tried to avoid most that looked like this - you could always tell a crypto event by the distinct hum of high-volume shill chatter from several blocks away. I maintain that @shefiorg is doing a great job and we need to continue to fund them, so our events look less like this and more like @chippedsocial's @matchaxyz takeover

One thing I didn’t see: we have yet to see anyone with a live token be acquired (apart from the @circle IPO, although I’d argue stables do not count). I’m sure lawyers and IBs are preemptively salivating over the potential fees.