+1
Moving 100s of billions and eventually trillions of assets onchain will require consolidation of base layer protocols, and innovation in constrained hooks, callbacks and other pluggable modules on top of those base layer protocols.
periodic, bedrock, singleton upgrades to defi are important as they will increasingly serve to deduplicate the ecosystem and harden security around the known
more common exploration will be tons of tiny contracts that enable very discrete use cases or serve subsets of users well