Aman Dhesi
@aman
Follow up to previous tweet: afaik the only profitable businesses in crypto are - exchanges - some NFT marketplaces although it looks increasingly like their take rate is going to 0% - metamask/consensys - (maybe) some node infra providers anything else?
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Shashank
@0xshash
few more examples: - aave/ compound - ens - nansen/ chainalysis (dune/ etherscan??)
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Aman Dhesi
@aman
do you have sources for these?
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Shashank
@0xshash
aave/ compound revenue numbers are public cos they're on-chain https://tokenterminal.com/terminal/projects/aave/financial-statement and https://tokenterminal.com/terminal/projects/compound/financial-statement (although they do seem unprofitable when accounted for token incentives)
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