Marc Andreessen said that tech markets oscillate between the bundling and unbundling of services, and both forces will always coexist.
Recently, crypto has been in an unbundling phase moving away from centralized exchanges , with on chain finance giving rise to specialized platforms like Aave, Pump, Jupiter, Phantom, Hyperliquid, and Polymarket
But I believe we are now exiting that unbundling era and entering a new phase of bundling one where only a few startups will ultimately consolidate and dominate.
Recently, crypto has been in an unbundling phase moving away from centralized exchanges , with on chain finance giving rise to specialized platforms like Aave, Pump, Jupiter, Phantom, Hyperliquid, and Polymarket
But I believe we are now exiting that unbundling era and entering a new phase of bundling one where only a few startups will ultimately consolidate and dominate.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
