[CharlesDodgson]

In the crypto world there is a lot of hype around DeFi (decentralised finance) like everything in crypto it a mix of good technical ideas, lots of marketing bd, and a host of obnoxious bros. At the heart of it though there are really interesting things around liquidity.

I will be boring now and say that Cloud services will continue to expand, it's effectively a tax on doing work on the internet and start-ups love using cloud, the idea of maintaining your own servers is considered silly unless their is some particular reason to. I expect to see growth of 20% yoy in that sector for the top 3 players. Azure, GCP and AWS.