The purpose of this essay is to define and articulate the three mega investment theses for crypto. We define mega investment theses as those in which the addressable market is measured in the trillions of 2019 USD.| multicoin.capital
Note: A few days ago I published a postmortem detailing how the crypto market structure broke on March 12. This post, Part 2, will explore the potential solutions to some of the systemic problems outlined in Part 1.| multicoin.capital
