UPDATED12/17/20202CryptoThesesfor2021Iwon’tholditagainstyouifyouskimthis134-pagemonstrosityandimmediatelythink:toolong;won’tread.That’showIfeelaboutmostbooks,longreports,andverboseblogsaswell.Butwhenitcomestoyear-endcryptoanalysispieces,toparaphraseagreatAmericanclassic:“Therearemanyotherslikeit,butthisoneismine.”I’vebeenafull-timeanalystintheindustryformorethansevenyears.(Backthen,itwasjustcalled“bitcoin.”)Asanindependentwriter,thenearlystageinvestor,thenresearchanddataservicesentrepreneur,Iknowthestruggleofstayingontopofthisindustry’sinformationflow.It’satallordertoferretoutnoisy,unreliabledatafromyourcontentdiet,discoverrealinsights,andmapnew...