1- You have a dune dashboard that shows they are dominating "Marketplace Marketshare" but this doesn't seem to include Courtyard which is by far #1. I pulled up the Dune dashboard and it shows Courtyard so I'm not sure the dataset you're using. Writing this to see if I'm missing something (i.e., is Courtyard's marketplace a different concept than Collectors Crypto?)
2- Continuing on the point above- what specific advantages do CARDS have relative to Courtyard? Courtyard appears larger and better funded. Seems CARDS is more organic and has less of an existing fee base (whereas Courtyard would have to cannibalize its fees to be competitive) but Courtyard must be doing something right to be winning on volume.
3- Gamestop apparently is launching a similar competitor as well (Gamestop PowerPacks). Any thoughts on this?
Благодарю за ваш труд!
Nice write-up. A few questions.
1- You have a dune dashboard that shows they are dominating "Marketplace Marketshare" but this doesn't seem to include Courtyard which is by far #1. I pulled up the Dune dashboard and it shows Courtyard so I'm not sure the dataset you're using. Writing this to see if I'm missing something (i.e., is Courtyard's marketplace a different concept than Collectors Crypto?)
2- Continuing on the point above- what specific advantages do CARDS have relative to Courtyard? Courtyard appears larger and better funded. Seems CARDS is more organic and has less of an existing fee base (whereas Courtyard would have to cannibalize its fees to be competitive) but Courtyard must be doing something right to be winning on volume.
3- Gamestop apparently is launching a similar competitor as well (Gamestop PowerPacks). Any thoughts on this?