🔥 [Analysis] Messari's 96 theses for crypto in 2019

Messari has released the full list of outlooks for the cryptoasset industry in 2019. Among the core bets are:

• Lightning Network growth will blow up (50x YoY in USD growth = $100mm channel capacity) and have its “irrational exuberance” moment.
• Ethereum will face legitimate smart contract platform competition (EOS, Dfinity), AND “parachains” (Cosmos, Polkadot) will chip away at ETH’s dominance.
• ICO’s are dead (for now). It’s all about security tokens…at least that’s the narrative. New synthetic securities will be really exciting, the tokenized real estate assets we see in 2019 betas…marginally exciting, but not more than that.
• Privacy upgrades will cause headaches and pushback from regulated exchanges and wallets. Some of the new tech is so good it might hurt compliance efforts.

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