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.
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