This is a great exercise. Obviously simplistic comparing apples to oranges but has merit nevertheless. Out of the examples listed, Chainlink stands out to me in terms of what I really would like to own at that comparative price level. Fundamentally undervalued. The comp to Twilio as a leading API economy player actually makes a lot of sense. Main difference is that Chainlink builds higher value outputs by combining many inputs, there is more value add. At its core, it handles financial assets and contracts which should carry a premium over “simple” messages.
Let’s play a game of “what would you rather own?” - at similar valuations $400B SpaceX Ethereum $100B Stripe Solana $80B Revolut Solana $20B Twilio Chainlink
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