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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Greg
@greg
Best resources for ENS are https://dune.com/makoto/dot-eth-revenue and https://lookerstudio.google.com/u/0/reporting/8785928a-71d5-4b17-9fea-fe1c937b064f All revenue from registrations/renewals goes to the DAO which funds ENS DAO Working Groups and ENS Labs. Never VC funded, spun out of EF with grant from Vitalik
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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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Shashank
@0xshash
nansen (reportedly 13M in revenue https://www.zoominfo.com/c/nansen/511915357) and chainalysis have lots pf paying customers.
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