95 Theses
Crypto thoughts on 2021 from the dark place under your feet
For the past month, I’ve thought about little else than the upcoming year
What will it mean for crypto? For devs? For regulators? For investors?
Click the link below to see what bubbled up:
Hopefully these ideas unsettle or inspire you in some small way
If there is a theme, perhaps it’s this:
2021 could be it… THE YEAR
one that reverberates for decades to come
one that changes finance and technology forever
riches will be made and lost
freedoms will be won and stolen
either way, I believe the past 12 years were merely prelude to this moment
and now the music is set to begin
Happy holidays, frens
🤡 out
P.S. I’d love to hear your thoughts, pushbacks and ideas. Reply here or hit me up on Twitter, @redphonecrypto
Great stuff. Thanks for that. Some thoughts I wanted to share:
1. I was surprised you did not mention long $YETI considering that it is an index of most of your recommendations.
2. What do you mean by 'THE MOST OVER-WEIGHTED VALUATION METRIC IS FULLY-DILUTED VALUE (FDV)' - are you saying one should not read too much into it? A lot of the projects have just 10% in circulation which will hit hodlers hard when circulating supply rapidly increases?
3. You could have mentioned Long $POLS considering that it is the uniswap of the DOT ecosystem and all their IDOs?
4. I do wonder if we will have the bull run of 2017 in 2021, considering that most of the Defi projects are outside the reach of retail investors (either because they are not on Binance, or due to high gas fees). Uniswap L2 cannot come sooner imo...
All the best.