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Welcome to the #crypto rodeo folks -- as we settle in for 2021, here is what we think is in store: 
/1.0/ - #Bitcoin 
: get your chum buckets ready for the big show, $BTC will hit $1.5T in market cap value by the end of the year (current: $650B, but maybe: $0 at next refresh) fueled by institutional investors dipping their toe into the chop. It will not be a fun journey there. 
: get your chum buckets ready for the big show, $BTC will hit $1.5T in market cap value by the end of the year (current: $650B, but maybe: $0 at next refresh) fueled by institutional investors dipping their toe into the chop. It will not be a fun journey there.
/1.1/ - The #volatility of the asset class will rock newcomers investors' socks off. Good luck pitching that one to your public shareholders to have on the balance sheet. 
/1.2/ - Despite getting comfortable with bitcoin, very few of these folks will want to #custody the underlying asset, creating huge key centralization risk. 
/1.3/ - Either way, continued “infinite” quantitative easing across the globe & censorship fears will continue to fuel the fire. 
Very few will touch alt-coins, but in the long run, will underperform for not doing so.
Very few will touch alt-coins, but in the long run, will underperform for not doing so.
/1.4/ - #Bitcoin will play a larger role in #DeFi, doubling total value locked and bringing new waves of capital looking for yield ー through a combination of decentralized wrappers, bridges, and synthetic assets pegged to $btc. 
will play a larger role in #DeFi, doubling total value locked and bringing new waves of capital looking for yield ー through a combination of decentralized wrappers, bridges, and synthetic assets pegged to $btc.
/2.0/ - #Stablecoins: will continue to grow.
Algorithmic stable coins will get unbalanced and/or hacked.
Tether will (finally) untether, leading to a flight to quality and collateralized stable coins like @MakerDAO's $dai:
Algorithmic stable coins will get unbalanced and/or hacked.
Tether will (finally) untether, leading to a flight to quality and collateralized stable coins like @MakerDAO's $dai:
/3.0/ - Central Bank Digital Currencies ( #CDBC): will be launched. The digital $Yuan will be a winner, and this is when it "gets real" for governments around the world. The US Fed and Bank of England will say “oh s#it” and get off their bums. 
/4.0/ - #Regulation: is coming. Hold onto your britches. This year will set the stepping stones to squash innovation in the space. Entrepreneurs will reasonably begin exploring geographic arbitrage (again) vs. spend runway getting nowhere with regulators. 
/4.1/ - Institutional players won’t have that luxury and will lock arms together on capital hill, forming consortiums. They will likewise get nowhere.
Crypto will remain cryptic to regulators.
Crypto will remain cryptic to regulators.
/5.0/ - #Privacy: As a corollary, privacy-preserving currencies, smart contracting platforms, and technologies will see unprecedented volumes.
Sadly, the lasso will close tighter-and-tighter around the self-sovereign individual.
Sadly, the lasso will close tighter-and-tighter around the self-sovereign individual.
/5.1/ - Both self-custody and blockchain analytics business will boom, and will be great M&A targets. 
/6.0/ - #Layer1: will continue to be dominated by $Eth 2.0 (sorry I’m not sorry, but the most important feature #scalability will remain a barrier in 2021). Either way, transaction fees are going to piss a lot of people off.
/6.1/ - The platform network effects for $eth will begin to show.
Other chains will be frustrated and try to specialize further to garner any use. A few will become zombie ghost chains, with surprising market caps.
Other chains will be frustrated and try to specialize further to garner any use. A few will become zombie ghost chains, with surprising market caps.
/6.2/ - Everyone will have a "strategy" to be chain agnostic, and none will implement it due to time and resource constraints. This will look like the multi-cloud wars and development of the last decade. 
/6.3/ - Universally, anyone trying to do anything interesting with a blockchain, will shake their fist at unruly transaction fees. Good luck with your near-real-time microtransaction...
/7.0/ - #Layer2: The tug-o-war between #rollups and #sidechains will hit an asymptote as preferred projects, like @maticnetwork and @polkadot gain usage. Cross-chain technologies sound sexy, but in reality, will be barely used.
/8.0/ - #DeFi: will see another banner year, but with less dominance from $eth as other faster-optimized chains enable low-gas, speedy, and parallel transactions.
That said, there will be a BIG smart contract will be hacked and $100M or more will be “lost”
That said, there will be a BIG smart contract will be hacked and $100M or more will be “lost”
/8.1/ - The permissionless innovation on #DeFi primitives ( #lending, #trading, #payments, #wallets, #assets, etc.) will be unreal. Composed dapps (yield farms, interfaces, etc.) will be astounding investments and lay the underpinning for what open financing can look like.
/9.0/ - #NFTs: will sadly go nowhere (read: I don’t want your art or metaverse e-plot); but some interesting projects will be run around composability.
/9.1/ - #Tokenization of unique cultural items like @withotis and fractional micro-markets will likewise see some adoption. The winners will be hiding all the crypto behind the scenes (see @superrare).
/10/ - Crypto's HQ: will not be Silicon Valley, and probably to a greater extent, not in the US. Pseudonymous teams will be responsible for much of the really interesting public infrastructure on Ethereum and beyond. 
/Fin/ - That's it for me. What did I miss? anything to add?
