Interesting. I mostly agree but would move BTC Mag to the on the fence list; their recent antics with ordinals are a big turn off imo

- NYDIG: most professional company in the space
- CashApp: network effects, global, fantastic products, dollars, Dorsey
- Blockstream: tokenized securities, A+ software, growing late but right on time
- CoinKite: self-custody innovators with the best hardware wallet and cult following
- Bitcoinmagazine: event masters 
- StackerNews: front page, longterm hodlers, existence only in a bear market, a bull market away from growth/potential
- LNLabs: too much talent, too much VC money, too large a percentage of LN implementations to fail
- MARA/RIOT: first movers of publicly listed mining, good energy contracts, solid bitcoin treasury sizes, survived complete obliteration of bitcoin's price and mining insolvencies
- iFinex: Tether, Bitfinex, Bitfinex Securities, endless bitcoin investment portfolio, CIA, Treasuries, etc


Ones I'm on the fence about but still like:

- Strike
- Synonym
- CasaHodl
- Swan
- River





mallardshead

eduardopro

Which do you see potentially failing in the long run? Why?