The state of crypto is pretty clear now
• The 2021 theses are dead (NFTs, creators, DAO)
• The 2017 theses are alive and thriving (loans, payments, and prediction markets)
• But with one difference. *Crypto is thriving off centralization, not dece...
david phelps
1D
TODAY
7D
WTD
30D
MTD
90D
QTD
12M
YTD