The Shopkeepers of the New Frontier
Think about it. For every person trading digital currencies, there’s a company taking a small slice of the action. These are the infrastructure players, the ones building the actual marketplaces and payment systems that make the whole ecosystem function. A company like Coinbase, for instance, is essentially the biggest digital currency exchange in the West. It doesn't really matter to them if one coin goes up and another goes down, as long as people are trading. They are the house, and the house, as we know, tends to do rather well.
Then you have companies like Block, formerly known as Square, which are cleverly weaving crypto into their existing financial apps. They are making it easy for millions of people to dip a toe into the market, and they are profiting from that convenience. These businesses have tangible revenues and business models you can actually analyse, which is a refreshing change from trying to value a digital token based on little more than hope and social media buzz.