Part 6/11:
- Disruptive Potential: Creating an infrastructure to decentralize not just data storage but also compute resources aligns with larger industry goals of breaking monopolies held by big tech companies.
Competition and Market Context
The primary competitor discussed was Filecoin, a well-established leader with a market cap of approximately $2.73 billion. Compared to Shadow’s smaller valuation (roughly $160 million), Shadow offers promising upside potential. The analysis pointed out that Filecoin's large market capitalization and high whale concentration (over 79%) suggest slower growth potential and possible overextension.