My contrarian take is that almost all of the following categories are sub-scale and can sustain 0–2 winners at best without a 100x expansion of their market: 

- Selling blockspace: L1s, L2s
- Infra / dev tooling: proving, security, oracles, explorers, 
- All SaaS targeted towards crypto native companies: nodes, index, audit, analytics, raas

Please please mr president, i am tired of blockspace. no more blockspace 😎

Founder @ /atrium  (atrium.art) . Making nouns.movie ⌐◨-◨

NO WE HAVE TO KEEP PRODUCING MORE UNDIFFERENTIATED BLOCKSPACE.

WERE GONNA MAKE SO MUCH BLOCKSPACE!!!