Tweet

Mason Nystrom

30 Dec 20, 11 tweets, 5 min read

@YoungCryptoPM

It's been a banner year for Bitcoin.

Check out Messari's Bitcoin 2020 Review by @YoungCryptoPM and @RyanWatkins_.

Also, check out some of our other best research pieces on Bitcoin this year!

Articles listed below 👇🏻
messari.io/article/bitcoi…

@asiahodl

.@asiahodl wrote about the potential impact of institutions investing and building an allocation in bitcoin.
messari.io/article/the-po…

@Cdempsey44

MicroStrategy and Michael Saylor have invested over 1 billion into bitcoin this year and the firm's investment thesis is pretty clear as explained by @Cdempsey44.
messari.io/article/micros…

Earlier in the year, I discussed how bitcoin mining can help alleviate the Duck Curve, one of the greatest challenges in renewable energy right now.
messari.io/article/how-bi…

@jpurd17

.@jpurd17 and Watkins authored a detailed report on the Bitcoin halving which dove deeper into Bitcoin's historical performance leading up to and after the having.
messari.io/bitcoin-halvin…

@Cdempsey44

.@Cdempsey44 broke down the interstellar tale of Gold which involves a quick primer on stars for those curious about how gold is created.
messari.io/article/where-…

Another trend from the year is how Ethereum is becoming Bitcoin's secondary settlement layer with wrapped bitcoin on Ethereum continuing to grow!
messari.io/article/bridgi…

@RyanWatkins_

Additionally, @RyanWatkins_ explained the GBTC premium, how Grayscale trusts work, and illuminates some misconceptions that exist around the financial product that is now approaching 20 billion in AUM.

messari.io/article/unpack…

@WilsonWithiam

.@WilsonWithiam explained the current trading volumes and what they mean for the top 10 cryptoassets including Bitcoin.
messari.io/article/real-t…

As Bitcoin's narrative as digital gold cements, it's important to realize the opportunity that Bitcoin still presents. messari.io/article/why-di…

Overall, we wrote a lot about Bitcoin at Messari because we all love Bitcoin. These are only a handful of my favorite pieces from the year.

2020 was an awesome year for Bitcoin, onwards to 2021.

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @masonnystrom

Mason Nystrom

@masonnystrom

31 Dec 20

Metaverses are a prime example of crypto enabling the ownership economy.

Virtual worlds - with digital property and free markets - will transform our existing digital worlds into vibrant communities governed by their users. 1/

The top 5 metaverses – virtual worlds – continue to grow and expand. Here’s what you need to know.
messari.io/article/metave…

Metaverses as a category account for over a third of all NFT sales activity.

Investors have spent nearly $55 million on metaverse digital land and in-game items.

Read 9 tweets

Mason Nystrom

@masonnystrom

21 Dec 20

Crypto-native indices transform the design space for indices from a 1-dimensional space consisting of just asset exposure, to a multi-dimensional space consisting of meta-governance and fund management strategies.

This design sets the stage for the evolution of index protocols.

In traditional finance constructing an index is a one-dimensional design space consisting of just asset exposure (i.e what assets are in the index).

Additionally, Index managers like Vanguard historically abstain from voting.

The three axes are as follows:

1. Asset returns – price appreciation from assets

2. Fund management strategies – active yield generated by allocating index assets to other protocols

3. Metagovernance – voting in protocols with assets in indices

Read 7 tweets

Mason Nystrom

@masonnystrom

10 Dec 20

@ElectricCapital

The annual @ElectricCapital Developer Report did not disappoint. It's 128 slides of straight🔥

Here are some of my key takeaways.

1/

1️⃣ Crypto continues to grow with at least 1200 new developers entering the space every month in 2020.

2️⃣ Developers are the most important resource in any cryptonetwork.

Ethereum still reigns supreme with 20-30% of new developers contributing to Ethereum over other platforms.

Read 8 tweets

Mason Nystrom

@masonnystrom

7 Dec 20

Cryptonetworks inherently enable more efficient markets.

While much of crypto is focused on finance, there are startups tackling larger issues such as climate change.

Nori is using crypto primitives to create a more efficient carbon market for CO2 removal.

A thread 🧵

Tackling the problems associated with climate change will be one of – if not the largest – issue that the current generation faces over the coming decades.

The secondary effects of climate change are staggering. Mass migration. Decreased biodiversity. The list goes on.

Carbon emissions mitigation will not be sufficient. The focus must shift toward carbon sequestration – removing CO2 from the atmosphere.

Nori is developing a carbon removal marketplace that facilitates the trading of carbon offsets.
messari.io/article/nori-a…

Read 6 tweets

Mason Nystrom

@masonnystrom

23 Nov 20

The distribution of systems is a growing trend, not just in crypto, but in the broader tech industry.

Edge computing is dispersing data centers.

Agtech is enabling more localized and urbanized production.

The distribution of GPS – a vital technology – is less discussed. 👇🏻

1/The U.S Department of Homeland Security designates 16 critical infrastructure sectors whose assets, systems, and networks – whether physical or virtual – are considered so vital to the U.S.

GPS which relies on satellites underpins 14 of these sectors.
messari.io/article/how-fo…

2/ GPS is relied on for more than just location data.

All GPS clocks are synchronized to within nanoseconds and are able to provide a unified reliable time.

GPS time is used for crucial processes like bouncing calls between cell towers and time-stamp financial trades.

Read 7 tweets

Mason Nystrom

@masonnystrom

10 Nov 20

A Short Story on Art and the Parallels to Crypto NFT and Digital Art Investing 👇🏻
messari.io/article/the-ps…

I’ve recently been reading Morgan Housel’s new book “The Psychology of Money” which outlines various lessons on finance through captivating stories. One story is that of Heinz Berggreun, a German immigrant who arrived in the U.S after fleeing Nazi Germany.

Eventually, Berggreun became an Art Director at the San Francisco Museum of Modern art and an art dealer whose collection included Picasso, Braque, Klee, Giacometti, Matisse, and others. Towards the end of his life, his collection was valued at over a billion dollars.

Read 6 tweets

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!