X @mert | helius.dev
mert | helius.dev·2025-11-08 07:35
RT MR SHIFT 🦁 (@KevinWSHPod). @0xMert_ has a simple framework for crypto’s endgame:YouTube took content onlineShopify took retail onlineNetflix took streaming online@Solana? - It’s taking markets onlineHe sees two dominant verticals emerging:Store of value: where Bitcoin & @Zcash thriveInternet capital markets: where Solana leads, and @HyperliquidX is an emerging contenderIt’s not winner-take-all - but as in every industry, the top 2-3 players will own 80-90% of value. He's betting Solana is one. And he's o ...