Episode description
Joining us today is Ryan Selkis, who is here to walk us through his crypto thesis for 2024.
We cover big investment themes, people to watch, the future of stablecoins, policy takes and so much more in this wide ranging episode.
-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
------
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
🌐 Layer Zero V2 Launch
https://bankless.cc/LayerZeroLabs
------
TIMESTAMPS
00:00:00 Intro
00:05:11 Recapping 2023
00:07:50 Are We In A Bull Market?
00:12:09 Investment Trends
00:16:48 BTC ETF Winners
00:20:03 Ether 2024 Predictions
00:26:57 BTC Security Model
00:33:06 Investment Strategy
00:36:56 VC and Private Markets
00:42:28 IPO's and M&A's
00:45:04 People To Watch
00:50:56 Why Does Elizabeth Warren Hate Crypto?
00:57:54 Grayscale
01:04:55 Products to Use in 2024
01:07:00 USDC Flips USDT?
01:11:32 Coinbase and BASE
01:15:46 Crypto Money
01:21:17 Privacy
01:27:54 How Crypto Wins In The US
01:40:07 The Political Bull Case
01:44:42 What's Most Exciting
------
RESOURCES
Ryan Selkis
https://twitter.com/twobitidiot
------
Not financial or tax advice. See our investment disclosures here:
https://bankless.com/disclosures