a top-down framework illustrating how crypto can 50x by 2030
interesting marketsizing. how does this relate to your chainlink defi marketsizing? https://omnida.substack.com/p/quantifying-the-thesis-chainlink
just a different angle
this analysis looks at web3 taking share from web2 tech companies (i.e. the vendors selling to tradfi services companies)
chainlink analysis was from perspective of tradfi services companies losing share to defi
diff parts of the supply-chain but i think the more ways you can triangulate it the better since its an art not a science
interesting marketsizing. how does this relate to your chainlink defi marketsizing? https://omnida.substack.com/p/quantifying-the-thesis-chainlink
just a different angle
this analysis looks at web3 taking share from web2 tech companies (i.e. the vendors selling to tradfi services companies)
chainlink analysis was from perspective of tradfi services companies losing share to defi
diff parts of the supply-chain but i think the more ways you can triangulate it the better since its an art not a science