Checking in on 23 of Messari’s Crypto Theses for 2021

  • Green — On Track and/or already true
  • Amber — Still a chance
  • Red — Not Looking Good

1. Bitcoin Price Target

Status — Green

2. Blue Chips: Real vs. Relative Value

Status — Amber

3. Most Liquid Bull Market Yet

Status — Green/Amber

4. The Wizard Behind Ethereum’s Upgrades

Status — Green

5. Inflation Exceeds Issuance for Bitcoin and Ethereum

Status — Green

6. Bitcoin: Bull Versus Bear

Status — Green

7. A Microstrategy of Central Banks Will Emerge

Status — Amber

8. Taproot Soft Fork

Status — Amber

9. Ethereum seized Lightning’s Market Opportunity

Status — Green

10. Miners are Starting to Manage Electricity Costs via Derivatives

Status — Green

11. ETH will Never Eclipse BTC

Status — Amber

12. Window of Opportunity for Ethereum Competitors

Status — Green

13. DeFi Continues to Rocket Higher

Status — Green

14. DEX Market Share Will 2x

Status — Amber

15. Proliferation of Crypto Dollars

Status — Amber

16. Single Employee Unicorn via yVault’s

Status — Amber

17. Synthetic Securities Are More Interesting Than Security Tokens

Status — Amber

18. Exchanges Remain at the Center of the Crypto Universe

Status — Green

19. There’s Always Money in the (Digital) Banana Stand

Status — Green

20. Solving the Cold Start Problem

Status — Green

21. China Will Replace Dollar Hegemony

Status — Amber

22. Crypto’s Legal Status in the West

Status — Amber

23. in five years it will be illegal for an American citizen to transact in Bitcoin outside of a federally registered exchange and without a federally registered account — Ben Hunt

Status — Green

Score Card

12 Green and 12 Amber

Thank you for Reading

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Steven L. Miller

Steven L. Miller

48 Followers

Helping investors hack through the weeds to find the crypto gems at cryptojungle.io. Musings at stevenlmiller.me