Buying ETH would be opening yourself up to a ton of DeFi ponzis (see: celsius, terraluna,…), But CloudFlare offers a ETH gateway as well as an IPFS gateway, both Web3 staples.
Also: CloudFlare is used by >80% of websites and it has a larger market cap than the S&P500 internet infrastructure company, Akamai.
CloudFlare seems to have built a moat in the internet infrastructure space by offering superior products (ex: cloud hosting, cache, security, easy and free for personal use, etc) as well as covering most websites.
CloudFlare also has a sticky customer base because changing your CMS often involves changing multiple APIs that depend on an always available (see: CloudFlare's superior cache) site.
CloudFlare has seen a huge uptick the past 5 days of ~30% and it might be a huge player in the next bull market, whenever that happens. Either it's acquired, enters the S&P, or both.
Thoughts?
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