Messari’s Crypto Theses For 2023

The 2023 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2023. Learn more and view the full 168-page report at http://messari.io/crypto-theses-for-2023 Let’s get “Back to Crypto” in 2023.

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Episodes

Section 10. Bonus: Yo Dre, I Got Somethin' To Say

Section 10. Bonus: Yo Dre, I Got Somethin' To Say 10.0 Intro — 0:00 10.1 Why You Must Write — 0:15 10.2 No Idols — 1:24 10.3 Must Read — 1:47 10.4 Tips & Productivity Tricks — 2:33 10.5 Life Advice — 4:27 10.6 Disclaimers — 5:11

Jan 11, 2023•6 min•Ep. 10

Section 9. Top 10 Trends In DAOs & Web3

Section 9. Top 10 Trends In DAOs & Web3 9.0 Intro — 0:00 9.1 Wallets & Browsers — 1:56 9.2 DePIN — 4:48 9.3 Data Integrity — 8:56 9.4 Actually Useful DAOs — 11:50 9.5 DAO Management — 16:26 9.6 The DAO Legal Liabilities are SpOoki — 20:05 9.7 DAO “Corporate Actions” — 24.59 9.8 DAO Treasury Management — 27:55 9.9 Crypto Talent Marketplaces — 30:57 9.10 Media DAOs — 32:52

Jan 11, 2023•38 min•Ep. 9

Section 8. Top 10 Trends In NFTs & DeSoc

Section 8. Top 10 Trends In NFTs & DeSoc 8.0 Intro — 0:00 8.1 “Blue Chip” Pixelated Art — 2:06 8.2 Generative Art — 4:55 8.3 The Institutions Are Here, Just Not the Ones We Expected — 6:48 8.4 GameFi — 8:40 8.5 The Cryptoverse — 12:42 8.6 Decentralized Social (DeSo) — 13:59 8.7 ENS & Identity — 17:52 8.8 Creator Royalties vs. Monopolist Taxes — 20:36 8.9 OpenSea’s Down Bad Yarrrr. — 23:17 8.10 OpenAI & ChatGPT — 27:03...

Jan 11, 2023•31 min•Ep. 8

Section 7. Top 10 Trends In DeFi

Section 7. Top 10 Trends In DeFi 7.0 Intro — 0:00 7.1 Revenge of the dApps — 1:31 7.2 Uniswap, the Final DeFi Unicorn — 3:37 7.3 Real-World Collateralized DeFi — 7:16 7.4 Undercollateralized DeFi Lending — 9:38 7.5 Superfluid Collateral & Synthetic Stakes — 11:56 7.6 The Perp Walk: dYdX as an Appchain — 14:58 7.7 On-Chain Asset Managers — 16:33 7.8 New Novel Markets: Two Truths & A Lie — 18:36 7.9 DeFi Censorship — 21:41 7.10 Bullish Unlocks → Down Bad — 24:17...

Jan 11, 2023•26 min•Ep. 7

Section 6. Top 10 Ethereum & L1 Trends

Section 6. Top 10 Ethereum & L1 Trends 6.0 Intro — 0:00 6.1 The New Ethereum Roadmap — 1:42 6.2 Merge Economics — 4:19 6.3 MEV & Censorship — 6:15 6.4 What Vitalik’s Excited About — 11:25 6.5 Exploding Bridges — 13:00 6.6 Rollups and Modularity — 15:58 6.7 Too Close to the Solana — 21:24 6.8 Cosmos & Appchains — 26:32 6.9 Other L1s — 29:47 6.10 Other, Other L1s — 33:55

Jan 11, 2023•36 min•Ep. 6

Section 5. Top 10 Cryptocurrency Trends

Section 5. Top 10 Cryptocurrency Trends 5.0 Intro — 0:00 5.1 Bitcoin is “Outside Money” — 1:59 5.2 Global Regulatory Challenges — 4:40 5.3 Bitcoin Mining — 8:00 5.4 Bitcoin Yield — 13:13 5.5 Memes & Ripples — 15:06 5.6 Privacy Coins & Private Transactions — 15:26 5.7 Stablecoins Should Be Our Leading Export — 17:26 5.8 The Stablecoin Trinity — 20:31 5.9 Algo-Stables: Crypto’s WMDs — 24:34 5.10 CBDCs & Dystopia — 30:14...

Jan 11, 2023•32 min•Ep. 5

Section 4. Top 10 Trends In Crypto Policy

Section 4. Top 10 Trends In Crypto Policy 4.0 Intro — 0:00 4.1 How a Bill Almost Became a Law — 1:28 4.2 How a Bill Becomes a Law — 18:57 4.3 The SEC vs. CFTC Proxy War — 31:54 4.4 MiCA Pros & Cons — 37:18 4.5 Everybody Hates Gary — 42:52 4.6 Ooki vs. CFTC (DAO Governance) — 45:59 4.7 Tornado Cash vs. OFAC (Personal Wallets) — 48:35 4.8 Protecting Crypto Banking — 51:00 4.9 State vs. Federal (Stablecoins) — 55:35 4.10 The Ground Game — 57:32...

Jan 11, 2023•59 min•Ep. 4

Section 3. Top 10 Trends In CeFi

Section 3. Top 10 Trends In CeFi 3.0 Intro — 0:00 3.1 The Exchanges — 1:12 3.2 The Institutions Are Coming — 5:28 3.3 Anatomy of a Crypto Credit Crisis — 6:52 3.4 DCG & Genesis Contagion Risk — 13:02 3.5 Grayscale: Reflexivity up. Reflexivity down. — 19:50 3.6 Custody, Security, Stability — 23:04 3.7 Cloud Infrastructure and Developer Tools — 25:11 3.8 On-Chain Forensics — 27:21 3.9 Tax & Compliance — 29:41 3.10 Research & Data Upgrades — 31:05...

Jan 11, 2023•33 min•Ep. 3

Section 2. Top 10 People to Watch

Section 2. Top 10 People to Watch 2.0 Intro — 0:00 2.1 Changpeng Zhao & Brian Armstrong — 1:03 2.2 Rep. Patrick McHenry — 3:02 2.3 Sheila Warren — 5:29 2.4 Citizen Journalists: From Molly White to Autism Capital — 7:26 2.5 Anatoly Yakovenko — 9:59 2.6 Barry Silbert & The Winklevii — 11:38 2.7 Stani Kulechov — 13:01 2.8 Alexey Pertsev & Tornado Cash Devs — 15:06 2.9 DAO Members — 17:05 2.10 IRS Agent Smith — 18:51...

Jan 11, 2023•21 min•Ep. 2

Section 1. Top 10 Narratives & Investment Themes

Section 1. Top 10 Narratives & Investment Themes 0.0 Welcome — 0:00 1.0 What Happened in 2022 — 4:48 1.1 Winter Is Here, It’s Time to Build — 6:21 1.2 Crypto Is (Still) Inevitable — 10:39 1.3 Surviving Winter, Redux — 13:18 1.4 How Low Can We Go? — 16:05 1.5 Bear Market Building — 23:49 1.6 Decoupling of Cryptos: Back to the Basics — 26:36 1.7 VC: There’s (Still) Money in the Banana Stand — 28:14 1.8 The Macro Rebound vs. The Dumpening — 30:55 1.9 Buyouts vs. Bankruptcies — 33:46...

Jan 11, 2023•36 min•Ep. 1

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