In today’s briefing:
- The Unbundling of Blockchain Infrastructure
The Unbundling of Blockchain Infrastructure
- Opportunity in any market exists in anything that causes the perception of the investor to take on a new shape.
- For many years, the Fat Protocol Thesis popularised by Placeholder VC has dominated the perception of the digital asset market.
- But as the market and, more importantly, those who have come to use this new technology platform change, so too does the perception of where value will be captured.
Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars