Updated
Web 3 infrastructure
Web 3 is the future but cryptos running on centralised nodes isn’t a good look
The recent storm regarding MetaMask collecting ip addresses via its infura nodes is part of this
Along with layer 2s, web 3 infrastructure is one of the likely themes for the next bull run
There aren’t many infrastructure plays and this is one of them
Alternatives included pocket network and flux
Chart wise there is bull div building but it’s irrelevant unless it can break the local downtrend
GRI 2022
Ps my idea on aleph.im was my initial infrastructure play but it has ties to Alameda and SBF plus the whole move looked a bit exit pamps. This one seems more realistic.
The recent storm regarding MetaMask collecting ip addresses via its infura nodes is part of this
Along with layer 2s, web 3 infrastructure is one of the likely themes for the next bull run
There aren’t many infrastructure plays and this is one of them
Alternatives included pocket network and flux
Chart wise there is bull div building but it’s irrelevant unless it can break the local downtrend
GRI 2022
Ps my idea on aleph.im was my initial infrastructure play but it has ties to Alameda and SBF plus the whole move looked a bit exit pamps. This one seems more realistic.
Note
Decentralised rpc node providers also en vogue due to tornado cash being shut down via centralised rpcs, ankr also can be used to stake on pos blockchains
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.