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Kyle Ellicott
@kyleellicott
Building and investing in the future of web3 | blockchain & dApps analyst | Host of daily podcasts & VCTV ๐๏ธ
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Aug 10, 2021
โข
6 tweets
โข
5 min read
๐จQ3 2021
#Blockchain
&
#DApps
research drop. My takeaways on the industry:
๐บ๏ธ Market map of 1,400+ startups
๐ฐ Investors active w/$48+bn (top investors, portfolio reviews, etc.)
โ๏ธ Breakdown of 4 major categories & 68 sub-cats
๐ก2021 themes & trends
Let's go! A thread ๐งต
I categorized the 1,400+ companies in 4 major areas:
1/
Infrastructure (incl. L0/L1, Layer2,
#DApps
, etc)๐๏ธ
2/
Enterprise (Supply Chain, Retail, Mobile, etc)๐ข
3/
Consumer (
#DeFi
,
#NFTs
, Gaming, etc.)๐ฎ
4/
Ecosystem (Venture, etc.)๐ธ๐
Investor highlights ๐ฐ๐