2023CryptoThesisTableofContentsPartOneIntheBellyOfTheBearEigenLayerWillBeTheMostImportantInnovationForEthereumBlobTransactionsWillNotFixScalabilityIssuesZK-RollupsWillNotSeeSignificantTractionin2023Layer3sWillBeTheTrueCompetitorToCosmosPartTwoCosmos:TheCurrentVersionofICSWillStrugglein2023Cosmos:Mes