GordonGekko_CVP
@gordongekko-cvp
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GordonGekko_CVP
@gordongekko-cvp
Can someone provide a useful and actionable taxonomy of the enticing 'infra' category. The token listing sites are hopeless at making investment level sense, and none of my girlfriends are turned on by 'Infra' Let's start by asking what Chainlink is? DePIN services network? What services? Who do they compete with, other DePINs? Nah, DePINs are too broad. Includes lots of real world hardware and services like bandwidth and mapping Maybe 'Compute Services DePINs' like PowerAgent? A start, but service mixes are not the same. We need a full taxonomy of services, including off chain compute/co-processing? Are storage services like FIL also DePINs? Storage DePINs? What about The Graph? What is Gelato? Competes with? DA/L0s, L1 ledgers and L2 scaling layers seem useful categories, but independent services networks, the most interesting investment cases, have no useful taxonomy or categories? Wat do?
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