Confirmed w/ my gurus group that, the way to look at matters Layers 1 ... 3
Layer #1: blockchain (~internet)
Layer #2: tokens / including NFTs (just another special token) (~CompuServe / AOL e-mails)
Layer #3: companies making money from people using tokens / NFTs (Pet.com, Amazon etc)
Enablers: Softbank, PayPal, whatever back then and now
There are no publicly listed Layer #3s yet, and all private
As blood cells are to the living organism, tokens are blood cells
How much are good robust fast multiplying (in the case of BTC, fast having decimal moving to the left) cells worth?
MSTR and SQ may just turn out to be hoarders unless they at some juncture decide to do something w/ their hoard besides selling them
I may have understood the group, but likely close enough.
Conclusion, even as fortunes are being made / transferred, we are in seriously early days.
Get blood cells, humanely if possible, but get the cells. The good cell is the easy to transfuse / on-board cell, useful to commerce, safe, fast, and well marketed, doing stuff serving a clear economic purpose (Amazon vs Pets.com), and first up, likely in the finance, real estate, IP trading spaces
Next up, look for private deals that show promise, staffed by people ~20 years of age, guided by ~30 years of age, overmatched by 50-60 yrs young |
