> Once there is a winner, there will be a price correction.

Only if there is some form of lock in or the others go out of business. Both of those are low probability. I'd put a friendly wager on the (lack of) increase of token costs in the next 2 years.

It is the first one that everyone in the space is hoping for. When I say "winner takes it all," I am talking from a company's perspective. It is going to be cola vs. Pepsi. Either company chooses cola or Pepsi as their vendor and not both. I believe there will be a duopoly in the models.