How VC’s analyze investments.

Updated on
state-of-web3

This chart is a goldmine for anyone trying to understand the Web3 social landscape. It shows who’s building on top of whom, which companies own their stack, and where the real moats lie. Think of it like an industry x-ray: protocols at the bone, identity as the muscle, and apps as the skin.

Marketing Analysis

When you visualize an industry like this, it instantly clarifies dependencies and differentiation. Instead of vague “we’re in Web3,” you see where brands fit, who controls access, and which layers are crowded or open for disruption.

Why It Works

  • Converts complexity into a clear visual hierarchy
  • Highlights where value pools (and power) live
  • Shows what’s defensible vs. replaceable
  • Helps identify partnership or positioning gaps

Examples

  • Gartner’s Magic Quadrant maps competitors by vision and execution.
  • CB Insights industry maps show funding clusters to spot hot sectors.
  • Lenny’s startup landscape charts make it easy to see “who’s doing what” in emerging categories.

Analyzed by Swipebot

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