Which do you see potentially failing in the long run? Why?
  • NYDIG: most professional company in the space
  • CashApp: network effects, global, fantastic products, dollars, Dorsey
  • Blockstream: tokenized securities, A+ software, growing late but right on time
  • CoinKite: self-custody innovators with the best hardware wallet and cult following
  • Bitcoinmagazine: event masters
  • StackerNews: front page, longterm hodlers, existence only in a bear market, a bull market away from growth/potential
  • LNLabs: too much talent, too much VC money, too large a percentage of LN implementations to fail
  • MARA/RIOT: first movers of publicly listed mining, good energy contracts, solid bitcoin treasury sizes, survived complete obliteration of bitcoin's price and mining insolvencies
  • iFinex: Tether, Bitfinex, Bitfinex Securities, endless bitcoin investment portfolio, CIA, Treasuries, etc
Ones I'm on the fence about but still like:
  • Strike
  • Synonym
  • CasaHodl
  • Swan
  • River
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Interesting. I mostly agree but would move BTC Mag to the on the fence list; their recent antics with ordinals are a big turn off imo
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Stacker News for sure.
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Long BTC. Long SN.
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Here, here! brother in arms.
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