Long Take: What the market misses about Bitcoin and Ethereum in 2021

Hi Fintech futurists --

This week, we cover these ideas:

• Crypto prices show increasing correlation in market swings, which hides the large substantive differences between projects

• The core narrative of Bitcoin, and its fundamental indicators

• The core narrative of Ethereum and Web3, and its fundamental indicators

• A sanity check on potential market caps relat…