Internet-native business models worth backing: CLOB DEXes, ZK proving, GPUs
Quote93 words
Lists internet-native verticals with large addressable markets and revenue potential: CLOB DEXes, launchpads, stablecoin lending, ZK proving, GPU marketplaces, ML infra, data markets and differentiated execution layers, conditional on sound tokenomics.
Key claims
These verticals can generate significant revenue with large addressable markets
Internet-native business models I am bullish on:
- High-performance CLOB DEXes (spot & perps)
- Innovative token distribution/launchpad platforms
- Stablecoin issuance + lending markets
- ZK proving / verifiable compute markets
- Decentralized GPU marketplaces
- Machine learning & algo innovation infra
- Attributable/verifiable data marketplaces
- Differentiated execution layers that are home to large ecos
All given the tokenomics and platform economics check out obviously.
But I think many of the above verticals bear a lot of potential to generate significant revenue and have large addressable markets for their core products.
QUOTING @zerokn0wledge_
The "Speculation Only" Era in Crypto is Ending The revenue meta and the increased attention investors pay to tokens' value accrual mechanisms, are evidence to the fact that crypto markets are maturing. Up to this day, a lot of investments hinged on the fact that some "governanc
The "Speculation Only" Era in Crypto is Ending The revenue meta and the increased attention investors pay to tokens' value accrual mechanisms, are evidence to the fact that crypto markets are maturing. Up to this day, a lot of investments hinged on the fact that some "governanc