Long Take: Global and Crypto Macroeconomics in August 2021, from GDP to BTC to Web3

Hi Fintech futurists --

This week, we cover the following:

• Thesis: The macro and crypto economic thesis for 2021, building out the linkages between “Risk-On” assets, flows into and valuation of Bitcoin and Ethereum, and the interplay between value locked, the growth of decentralized application revenue, and the volumes around digital objects. We bring it …