Today marks the 52 week of LRS. As a way to celebrate and reflect on how much has changed, I put together this special edition reviewing each and every week. Your regular LRS52 will be out this evening as usual! Thanks for a great first year - NLW
LONG READS SUNDAY 1 Year Retrospective
This weekend marks the 52 weekend of LRS. In celebration of that milestone and everything that’s changed since then, I’m going back and summing up each and every week: what we were talking about, who was driving the conversation, and of course, the thread of the week. Let’s dive in!
LRS1 - 7/1/18
The thread that started it all! The first 3 pieces were @Melt_Dem on HF liquidations, @_jillruth on talent, @katherineykwu on the first China blockchain lawsuit.
LRS2 - 7/8/18
The vibe of this thread was “settling in” the the bear market. @NeerajKA wrote about Bear Market Blues, @nic__carter overview of governance at Zcon1
LRS3 - 7/15/18
It was the Augur launch & big thinking like @garybasin on crypto derivates, @simondlr on Harberger taxes. We were yapping about ETFs & @cburniske was noticing exchange tokens
LRS4 - 7/22/18
Yay price bumps! Boo debates about the “free rider problem” in Bitcoin. @spencernoon wrote about community building, @jinglanW on Plasma.
LRS5 - 7/29/18
@MustStopMurad with the greatest graphic ever on on everyone a maximalist. @twobitidiot suggesting VCs disclose token exits. PONZI GAMES.
LRS6 - 8/5/18
This week was all about institutions, let by the Bakkt announcement. @TuurDemeester BTC unlikely to see new ATH in 2018. Venezuela pops up.
LRS7 - 8/12/18
Price dips from weeks before. @brucefenton and @krugermacro on ETFs. Speculation about capitulation.
LRS8 - 8/19/18
@Crypto_voices starts now regular looks at global money supply. Legal Twitter @msantoriESQ, @katherineykwu, @jchervinsky becomes a force.
LRS9 - 8/26/18
More on ETFs. @DoveyWan talks China ICO ban & @lindsayxlin on “regulatory tribalism” for @TokenDaily. @real_vijay on scarcity.
LRS10 - 9/2/18
A pondering, big-thinky sort of week. @VitalikButerin on innovation at layer 1 vs. layer 2. @ercwl on what we learned from ICOs. @danheld on “Hodlers are the revolutionaries.”
LRS11 - 9/9/18
More downward market action, narrative battle between ETH death spirals vs. open finance
LRS12 - 9/16/18
Clap back against ETH death narratives. @jchervinsky on regulators disciplinary action. EU surveillance law kicks up the privacy conversation.
LRS13 - 9/23/18
@krugermacro on massive XRP price surge (and flipping ETH). @katherineykwu on NYAG report. @nic__carter on “Dark Underbelly of Crypto Markets"
LRS14 - 9/30.18
Tons of convo around Bitmain IPO docs. 1Broker shutdown by SEC. Big intrigue around Huobi EOS Block Producer collusion. A16Z in Maker.
LRS15 - 10/7/18
“BTC as Stablecoin” jokes. @APompliano on big news of Yale endowment investment. @MustStopMurad and @Kenoshaking introduce Market Value to Realized Value ratio.
LRS16 - 10/14/18
Senate banking committee hearing on crypto & blockchain. Launch of Liquid. Coinbase launches ZRX, but this also makes people discuss token friction
LRS17 - 10/21/18
Fidelity announces Fidelity Digital Assets. @CaitlinLong_ contextualizes institutional news. Endless chatter about Tether and bank runs.
LRS18 - 10/28/18
The 10 year anniversary of Satoshi’s White Paper! Stablecoin’s everywhere - including the launch of USDC. @avichal on falling trust in institutions.
LRS19 - 11/4/2018
NLW new baby edition! @BMBernstein on expanding the narrative from scarcity. Tons from @zooko and others from DevCon4. @AriannaSimpson on staking as a service.
LRS20 - 11/11/18
SEC action against EtherDelta. Many speculate: are DEX’s fucked? Uptick in convo on crypto UX w/ @austingriffith and @tayvano_
LRS21 - 11/18/18
More SEC action against Paragon and Airfox ICOs. @hasufl and @QWQiao on hashwars. Generalized mining narrative.
LRS22 - 11/25/18
BTC craters under $4k while ETH hovers near 2 digits. @CryptoHayes on HF fund manager unpleasant convos. @Melt_Dem on the “crypto crisis"
LRS23 - 12/2/18
All about the crypto winter narratives: @martybent & @ariannasimpson on difficulty adjustment vs mining death spirals. @Apompliano on HF shutdowns.
LRS24 - 12/9/18
ConsenSys layoffs. @CoinSharesCo on Bitcoin mining. Uptick in governance conversation. @zooko on cryptowinter narratives.
LRS25 - 12/16/18
ETF decision delays. Bitcoin narrative competition. @Bquittem on Bitcoin as a living organism. Basically, winter.
LRS26 - 12/23/18
This was the one where I did the ENTIRE thread in the style of “Twas the Night Before Christmas.” Please validate the time that took by going back and liking it, thnx.
The most popular LRS ever was the best of 2018 ed. @BMBernstein on cryptos as money, not equity. @jon_choi_ on the crypto idea maze. @timevalutofBTC on LN.
LRS28 - 1/6/19
As you might guess, the first LRS of the year was all about predictions. @nic_carter reviewed his hidden and time stamped 2018 predictions. Many looked to Open Finance as key for 2019.
LRS29 - 1/13/19
The year kicked of w/ a 51% attack on ETC which generated amazing content from @hosseeb. Oh, and there was Tron-BitTorrent.
LRS30 - 1/20/19
The week was all about the launch of Grin, which @wheatpond wrote eloquently about. Constantinople delays; year of the DAO; & LN rounded it out.
LRS31 - 1/27/19
Tons of chatter re: Crypto Law (thnx @VladZamfir!), + a bunch about donuts? Venezuela surged even further into crypto consciousness.
LRS32 - 2/3/19
@ameensol and @lrettig were two leaders of brilliant convos on the future of Ethereum + a lot more about state power vs. crypto
LRS33 - 2/10/19
@jack took the LN torch. @brockpierce announced a new Mt. Gox plan. MMT became crypto’s new mortal enemy.
LRS34 - 2/17/19
@molochDAO emerged. DeFi at #ETHDenver. The Morgan Creek crew announced a new fund. JPMorgan Coin!
LRS35 - 2/24/19
Major protocol ragequits. @Binance DEX interviews from @VentureCoinist + BNB analysis. More QuadrigaCX analysis.
LRS36 - 3/3/19
This week was a rare moment of near total unity around Coinbase’s acquisition of Neutrino, led by former members of Hacker Team.
LRS37 - 3/10/19
Apparently this was crypto research week, feat @Delphi_Digital, @tokendaily, @ResearchCricle and more!
LRS38 - 3/17/19
The 30th anniversary of WWW! Interesting crypto history from @francispouliot_, @hosseeb, @AaronvanW
LRS39 - 3/24/19
Reflections on the Hong Kong blockchain scene from @arjunblj. @Lawmaster on IEO discussions. Cuban national twerk team (gross).
LRS40 - 3/31/19
It was like, staking all the time, staking everywhere. There were probably even some pictures of steak. Also @ashegan, @iam_preethi and others on governance
LRS41 - 4/7/19
BTC smashed through $5k and @parabolictrav came back. IEOs sold out like it was 2017. New SEC guidance!
LRS42 - 4/14/19
This week will forever be We Are All Hodlonaut. Also some interesting back and forth b/n Ethereum and Polkadot.
LRS43 - 4/21/19
Hodlonaut culminated in #delistBSV. #NarrativeWatch on token migrations (from ETH to Binance Chain). @AriannaSimpson on Uniswap.
LRS44 - 4/28/19
The latest Tether saga was Bitfinex in an $850m hole, w @krugermacro, @hasufl, @CaitlinLong_ and others on the commentary.
LRS45 - 5/5/19
More on Tether and Bitfinex, including the announcement of their IEO. @Barrysilbert launches #DropGold. @CremeDeLaCrypto BTC awareness research.
LRS46 - 5/12/19
Binance hacked for the first time, which kicked off a massive debate about “re-orgs.” New FinCen guidance. The beginning of NY Blockchain Week!
LRS47 - 5/19/19
The vibe at NYBlockchain Week was determined, (more) clear-eyed optimism. No big announcements but lots of small cool projects plowing on.
LRS48 - 5/26/19
@nic_carter noticing exchanges reading negative regulatory tea leaves. Lots on DeFi and more on IEOs, including epic @jdorman81 thread
LRS49 - 6/2/19
EOS launches massive Voice.com
social network. Beginning of “Defend Crypto.” First convo from @martybent and others on FATF.
LRS50 - 6/9/19
The faithful CT legal core debriefed us on the SEC’s suit against Kik. Apple came out hard as a privacy company. Hints about Facebook’s Libra
LRS51 - 6/16/19
The state power vs. crypto sovereignty convo continues to heat up, w/ Binance.com
geoblocking the US, and mass alt coin deslistings. + more details on Facebook Libra partners.
And - oh yeah! $10k+ Bitcoin for the one year anniversary!
In all seriousness, when I started the market was settling into a bear market. Now it feels something like the opposite.
The question for all of us is what we want this bull to mean? Right now, in this moment, is the time to remind ourselves why we’re here, and what we want to drive this all towards.
One thing’s for sure.
Keep producing great threads, great essays, great pods and videos - and I’ll make sure it has a home here.
THANKS FOR READING!