Pretty impressed with the level of effort that went into this. Web3 moves fast, but this 165 page magnum opus by @MessariCrypto is today's single best snapshot of the entire space.
If you understand everything in here, you are up to speed.
https://t.co/qTBRjt4xXR https://t.co/yXoAa8ouoi
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As promised, here's my 2022 outperform shopping list and my 2022 thesis.
Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for each individual asset. https://t.co/jEJkROrqc3
a16z published their state of crypto report last month.
It’s a 50+ slide presentation that outlines where we are in Crypto’s lifecycle and what the future holds.
The presentation is long, but I read through it so you don’t have to.
Here are my... See more