Why crypto's best infrastructure companies stopped looking like crypto?

RReaktornano about 3 hours ago 4 commentsRead Article on konstantintkachuk.com

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Discussion (4 Comments)Read Original on HackerNews

mmanfrin•27 minutes ago

"The Pattern", "The Evidence", "The Inflection Point".

Claude.

Joker_vD•15 minutes ago

Applaud the Claude. Applaud it. Surely you ain't mis-Anthropic?

Reaktornano•about 3 hours ago

Every infrastructure sector in modern history developed using the same playbook. Someone builds raw capacity ahead of demand. The raw resource commoditizes and gets cheaper forever. And the money moves to whoever sells guaranteed, contracted service on top of it. So far, cloud ran it, telecom ran it, even chip makers did it to an extent. Crypto infrastructure is attempting to repeat it right now. Imho, by the end of 2027, the majority of DePIN demand-side revenue will settle off-chain under enterprise contracts, and the on-chain dashboards will be tracking a minority share

Arainach•about 1 hour ago

Why did you copy two segments of the post and paste them without any thoughts of your own?

est•about 1 hour ago

seems like AI out of max_tokens