This is our thesis.
Any traditional firm -- even those built onchain -- that extracts value to insiders, will struggle to defend themselves against hyper efficient onchain firms.
In the onchain era, there is exactly one competitive moat: maximum value distribution to users.
Any traditional firm -- even those built onchain -- that extracts value to insiders, will struggle to defend themselves against hyper efficient onchain firms.
In the onchain era, there is exactly one competitive moat: maximum value distribution to users.
For more on this:
• • •
Missing some Tweet in this thread? You can try to
force a refresh
