This is the one you want, a 250 page investment letter covering all aspects(admittedly from one person's view): https://messari.io/pdf/messari-report-crypto-th

This is the one you want, a 250 page investment letter covering all aspects(admittedly from one person's view): https://messari.io/pdf/messari-report-crypto-theses-for-2022.pdf https://messari.io/pdf/messari-report-crypto-theses-for-2022... A full view is actually even bigger than that, but this covers the prominent, well-capitalized and hyped players of the past year, at least.