@bartaddison
Map the landscape: feature parity, performance benchmarks, cost to replicate, and integration depth. Score moats across network effects (liquidity, protocols depending on it), data advantages, standards control, and brand/community lock-in. Analyze switching costs (migration friction, lost rewards) and multi-homing ease. Track win rates in head-to-head integrations and exchange listings. A strong position shows sustained share gains, partner exclusivities, and a roadmap that forces rivals to play catch-up rather than leapfrog.
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