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96 crypto theses for 2019

Ryan SelkisJan 10, 2019 ⋅ 29 min read

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TBI - January 10, 2019

Without further adieu, let’s go...

1) Our top 2019 bets:

+ Lightning Network growth will blow up (50x YoY in USD growth = $100mm channel capacity) and have its “irrational exuberance” moment.

+ Ethereum will face legitimate smart contract platform competition (EOS, Dfinity), AND "parachains" (Cosmos, Polkadot) will chip away at ETH’s dominance.

+ ICO’s are dead (for now). It’s all about security tokens…at least that’s the narrative. New synthetic securities will be really exciting, the tokenized real estate assets we see in 2019 betas…not so much.

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Ryan Selkis

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Prior to founding Messari, Ryan was an entrepreneur-in-residence at ConsenSys, and on the founding teams of Digital Currency Group, where he managed the firm’s seed investing activity, and CoinDesk, where he led the company’s restructuring & annual Consensus conferences. He has been an investor & prolific writer in the crypto industry since 2013.

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Ryan Selkis
Prior to founding Messari, Ryan was an entrepreneur-in-residence at ConsenSys, and on the founding teams of Digital Currency Group, where he managed the firm’s seed investing activity, and CoinDesk, where he led the company’s restructuring & annual Consensus conferences. He has been an investor & prolific writer in the crypto industry since 2013.
135 Reportstwobitidiot
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