1. Layers

• Data App: mostly for users, applications related to data, metrics etc.

  • consumer: targeted at consumer, and into daily use; e.g. @coinmarketcap @coingecko

  • business / pro: targeted at pro users, and generally w/ in-depth query features, i.e., you can query the data in different way you wanted (vs. in consumer app you just get the data. e.g. @nansen , @parsec_finance

• Data Dev: mostly for developers to dev things related to data

  • analytics: used to analyze data, make dashboard; e.g. dune, flipside

  • indexing: infra used to serve data to front-end users. e.g. thegraph, covalent

• Data Source: where data come from.

  • on-chain: public blockchains such as BTC, ETH BSC etc.

  • off-chain: CEX, Twitter, Github etc.

the order is also the data flow: data source -> data dev -> data app.

underscore means have decentralized design, e.g. thegraph, ceramic

2. Sector Lists

TBD

personal highlights for new services

• data app

  • nansen, parsec; wacher, arkham catching up

  • bello, lidar, thirdwave for vertical analytics

• data dev

  • dune; flipside catching up

  • space and time, zettablock

• data source

  • ceramic, kwil, polybase

• community

  • sixdegree, CN community

*should be able to search via twitter

3. Thoughts, Trends and Predictions

• consolidation begins

• undisclosed bearish opinion on certain part of the chart, shared w/ my fren in vc and startups fren already

• infra >> features