The Data Wars and how to build moats in web3 data products

This is issue three (3/8) of the beta version of our paid newsletter. Do send in feedback if you think there is something we can improve on. Last weekend, I grimly realised that building monopolies off goods that should be public is no longer possible. For instance, the monopolies on packaged water have already reached scale, and you can't compete with them anymore. I'm not sure I want to cross the ethical lines of selling packaged air. But one asset that is accessible to everyone and generates wealth is blockchain data. You can query it off Etherscan, run your own node, or print copies of every transaction on the blockchain ledger and keep it at home. I recommend you not try the last one for environmental reasons, but here's the point. Blockchain data is free, publicly accessible, and constantly being produced, yet there's a billion-dollar ecosystem built around it – $10 billion if you include publicly traded tokens. Nansen alone was valued at $750 million in their latest round. So, h

This is issue three (3/8) of the beta version of our paid newsletter. Do send in feedback if you think there is something we can improve on. Last weekend, I grimly realised that building monopolies off goods that should be public is no longer possible. For instance, the monopolies on packaged water have already reached scale, and you can't compete with them anymore. I'm not sure I want to cross the ethical lines of selling packaged air. But one asset that is accessible to everyone and generates wealth is blockchain data. You can query it off Etherscan, run your own node, or print copies of eve