1/ Most of the crypto excitement is focused on Layer 1 tokens. Good investments in the short term. I worry they’re doomed long term.
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3/ If AWS surged 10X in price, you’d move to GCP. If Java license cost grew by 3,000% overnight, you’d switch to C++. End-users wouldn’t care about the difference.
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4/ If Ether surges in price, doesn’t CryptoKitties v2 just shift to NewCoin?
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5/ P.S: Margin often accrues at many points of a chain (CPUs, LiDAR, etc) but I don’t see the moat equivalent here.
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Yep, and the essential function of many layer one tokens is raw computation: a deflationary good.
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