Only a few chains are going to survive the next couple years.

“General Purpose” chains, that don’t find a niche / vertical will most likely be left behind. 

Would love to see them find the courage to pivot. It’s in the best interest for them, for the devs looking for a place to build, & ultimately, end users.

@quicknode GTM | host of /startupradar |                                 rants and travel photos are my own

Chains need to specialize or risk being left behind. Pivoting to a niche can be the key to survival. Let's see who adapts.

also means devs should start choosing chains based on vertical alignment. stop waiting for chains to pick you

🎯

Excess infra buildout always followed by consolidation and focus on utilization rather than pure capacity