02-Market-Competitive
Purpose: Market intelligence and competitive analysis
Update Cadence: Quarterly
Key Files:
- competitive-landscape.md - Direct and indirect competitors
- competitor-analysis.md - Comprehensive competitive landscape analysis
- competitive-positioning.md - Positioning framework and market strategy
- segment-analysis.md - Developers, enterprise, cloud providers
- market-timing.md - Market opportunity timing
- market-sizing-notes.md - TAM/SAM/SOM analysis and methodology
- market-evolution-scenarios.md - Market evolution scenarios and incumbent response strategies
- market-entry-strategy.md - Crypto-first to fiat pivot strategy with explicit timeline
- pricing-benchmarks.md - Pricing patterns across adjacent categories
- market-traction.md - Early traction signals and proxies
- verticals/ - Industry-specific analysis and strategies
Related Sections:
- 01-Product - Product-market fit
- 07-Fundraising - Investor strategy
- 09-Research - Key findings
- 04-Marketing-Growth - GTM strategy
Cross-Links:
- MVP Specifications ← Market needs inform product features
- User & Developer Needs ← Competitive analysis reveals target user requirements
- Investor Outreach → Market timing drives fundraising
- YC Application Answers ← Competitive landscape informs positioning
- Competitive Risk Analysis ← Detailed competitor threats and mitigations
- Key Findings ← Research validates market opportunity
- Launch Plan → Market analysis informs GTM
- Differentiation ← Competitive positioning drives market messaging
Market → Fundraising Connection:
The 18-month window before cloud provider competition (market-timing.md) drives our Series A timeline and investor narrative.