Crypto Theses for 2019

My thoughts on the state of crypto in 2018 and where we’re headed

Arjun Balaji

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What exploring cryptocurrencies in 2018 feels like.

As another year wraps up, I started writing an email to close friends and investors on the “state of crypto” and my forecasts. As it got longer, it turned into this sprawling post. A few notes:

  • This write up contains wide-ranging theses and obvious biases (my own) and is by no means…

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Arjun Balaji

professional risk taker. enjoy: markets, watches, meta-twitter, and documentaries. open-sourcing my thinking