The article discusses the importance of distribution in business, particularly in the context of crypto. It draws parallels between Google's success due to its distribution strategies and Robinhood's new offerings in crypto, such as tokenized stocks, perpetual futures, and crypto staking. While Robinhood might not have the best technology, its strong branding and large user base of 25.9 million account holders could give it competitive advantages in distribution. Unlike Google’s winner-takes-all market, the crypto space may not follow the same dynamics. However, Robinhood aims to unify various crypto services under one platform, which may help it dominate the market. The piece highlights the ongoing debate between monolithic blockchains, typified by Solana, and modular systems seen in Ethereum, ultimately questioning whether distribution might be the deciding factor for success in the crypto industry.

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