2026-01-12 07:29:35

Currently, some leading social platforms may gradually evolve into comprehensive ecosystems that integrate cryptocurrency trading and US stock trading functionalities. Once this transformation is complete, they will control the entire market traffic入口——other exchanges will have to spend money to buy traffic from this super platform to attract users. The power of this business model is evident: monopolizing the入口 means monopolizing pricing power, and profit margins will significantly expand.

The problem is that most of these platforms have already completed privatization and delisting. Otherwise, the stocks of such companies would be ideal targets for institutional investors—clear business models, huge growth potential, and deep ecological moats. It's a bit unfortunate.

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OnlyUpOnly

· 4h ago

Traffic entry points are like printing money machines; this logic is flawless. --- Privatization is truly brilliant, quietly making huge profits. --- Monopoly pricing power is basically the ultimate form of harvesting profits. --- If it can still go public, this stock will make institutions vomit from holding it. --- That's right, right now platforms are fighting for market share; latecomers have no way out. --- I'm a bit tempted, but there's nothing I can do; I can only watch others make money. --- Is this the endgame of Web3? Giants swallowing everything.

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probably_nothing_anon

· 01-12 07:58

I agree with this logic, but on second thought... if these major platforms really go down this path, regulation will definitely come in to disrupt the scene.

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CoffeeNFTrader

· 01-12 07:56

Traffic sources are money; those who understand, understand. Unfortunately, they've all been privatized, or I would have already jumped on board.

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NewDAOdreamer

· 01-12 07:53

Traffic entry = pricing power, this logic makes sense... Unfortunately, everything has been privatized, otherwise it would really be a money printing machine.

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AirdropCollector

· 01-12 07:47

Basically, it's missing the chance to get on board. If these platforms really go public, institutional investors would have snapped them up long ago.

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