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Reflections on the State of Crypto: Q2 2024 – Variant

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Every six months or so, I write an internal reflection on the state of crypto and where I think we’re headed. I decided it worthwhile to publish my most recent one for public consumption. The commentary is broken up into three sections: what’s working, other things that have happened (or are happening), and what new things I’m looking forward to. I try to ground much of the analysis in data, but admittedly let my opinion slip through in brief pockets. Hopefully it’s an interesting read. If the reception is positive or the feedback is productive, I’ll consider sharing more of these internal reflections in the future. The good news is that there are a number of things working, and working in serious ways. The growth of these – many of which I’d call “big ideas,” in that they can meaningfully change how the status quo operates – should create new opportunities as second-order effects of their success. For clarity, I use the term “what’s working” to refer to projects or trends that show si

Reflections on the State of Crypto: Q2 2024 – Variant Reflections on the State of Crypto: Q2 2024 Where we are today and where we’re headed June 18, 2024 by Alana Levin --> Every six months or so, I write an internal reflection on the state of crypto and where I think we’re headed. I decided it worthwhile to publish my most recent one for public consumption. The commentary is broken up into three sections: what’s working, other things that have happened (or are happening), and what new things I’m looking forward to. I try to ground much of the analysis in data, but admittedly let my opin

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