Blockchain inshorts #11
In short, we bring you what is the most interesting and important news in the blockchain world
New year, New beginnings, New ATH!
After a week’s break, today’s edition is going to be a bit different. In today’s edition, we will compile different predictions made by crypto influencers, small or big.
No price predictions, let’s leave that to JP Morgan and others
Starting with token daily's crypto crystal ball.
They have been doing it for the last couple of years, and some of their prediction are really on-point. Do give them a read to understand where the industry is moving in 2021.
My money is on Su Zhu’s prediction, only because he has nailed it the past couple of years!
Next, there is Messari’s thesis for crypto in 2021. It’s really long - 121 thesis - but worth a read if you want to understand the rationale behind the thesis.
Ryan (aka twobitidoit), co-founder Messari, is known for publishing this in his personal blog for some time and he has nailed a few of them brilliantly.
TL;DR: If you don’t wanna go through the whole 100+ page pdf, here’s Ryan mentioning all 121 in a tweetstorm
It’s safe to say that it was DeFi and Bitcoin’s year. DeFi found the protocol-market fit, whereas Bitcoin evolved as a macro asset.
Delphi Digital has published a 2021 and beyond bull-case for Bitcoin
The Block has created an outlook of digital assets for 2021. They speak about the state of the crypto market, crypto investment trends, DeFi, Macro perspectives, and more. The good thing is they have written it in a way its readable to a non-crypto (“nocoiner”) person as well. So, send this to your nocoiner friends.
TL;DR: Larry’s tweetstorm gives a glimpse into the report, and Igor’s contains all the dangers of DeFi
Other notable thread from crypto Twitter
Bobby Ong from Coingecko shares his thoughts on crypto market in 2021
Twan, Research@TheBlock, talks about trends of 2020
Brian Flynn talks about NFT, DAOs, and social tokens going into 2021
Spartan Black, partner @ TheSpartanGroup, talks about his predictions for year 2021
Kain from Synthetix, speaks about layer-2, DeFi hacks, Ethereum protocol improvement and other things
Andrew Kong from Mechanism capital shares his moon math for 2021
Joseph Young shares why Korea will see the biggest consumer adoption of crypto
egirl capital shares their prediction on trading and crypto industry moving forward in 2021. (Don’t go by the name, they are one of the sharpest industry observers on Twitter)
Predictions for 2021 from TheBlock’s analysts
Macro trends going into 2021 by Eric Anziani
Former OkEx COO shares his views on crypto markets
CTO at Gilded finance shares his DeFi predictions in 2021
Notable mentions
Prediction by Blackstone group’s strategist
Predictions from a $300+ million Ethereum wallet
Evan Van ness’ trade idea of long NEAR (protocol), short DOT (Polkadot) going into 2021
Mitchell Nicholson from Bank of Canada shares 10 major macro themes for crypto going into 2021
As we enter the bull market in 2021, remember the sacrifice of the projects that didn’t make it
Until next time……….you tweet