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Crypto Thesis for 2023 | Ryan Selkis
Bankless
Cloud Infrastructure
I just don't think that people should be thinking necessarily about NFTs writ large as an asset class. It might be better to think about them, you know, very specific niches like digital art as an assetclass. Cloud infrastructure companies are about $5 trillion of market cap. I expect we'll see an uptick in is what we call D Pen decentralized physical infrastructure networks.
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