Netflix and other companies are always going to have a ceiling due to user market size. How many people can join Netflix before saturation? Crypto is a bit different as they do not directly offer a product in the same way, they offer a protocol that is open to be built upon, which allows the combination of all companies to leverage it. Not sure if I have a grasp on that explanation :)
Agree which makes the case for crypto and their protocols much broader and valuable. Even competition is different as many look towards a future where interoperability will be a key way to leverage the technology and grow the potential to disrupt many industries.
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The model of blockchains and crypto are going to disrupt many industries and the way they organise themselves.