Which web3 sectors are the most investable?
Ranking from low to high in terms of reward/risk rate:
Ranking from low to high in terms of reward/risk rate:
7. web3 social/community: still way too early.
6. DeFi: continues to be range bound.
5. NFT: many me-too projects, investment research cost high, illiquid, in a bigger bubble than other sectors
6. DeFi: continues to be range bound.
5. NFT: many me-too projects, investment research cost high, illiquid, in a bigger bubble than other sectors
4. Gaming/p2e: similar to deFi, space so competitive that most values accrue to underling L1/L2.
3. Storage: depends on if project has potential beyond AWS S3 replacement. If no, not interesting. If yes, it's similar to L1/L2
3. Storage: depends on if project has potential beyond AWS S3 replacement. If no, not interesting. If yes, it's similar to L1/L2
2. Bridge/cross-chain swap: growing fast, moat is stronger than deFi but potential network effect is smaller than L1/L2.
1. Alt L1/L2: the highest reward/risk rate in crypto. Why? Less volatile than niche sectors, but higher potential return than BTC or ETH. Good liquidity & volume, so easy to trade w/ smaller spread. Best network effect potential if successful, so upside is big.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
