Preview Mode Links will not work in preview mode

Bankless


Dec 22, 2022

✨ THESIS FOR 2023:

https://messari.io/crypto-theses-for-2023 


——
Ryan Selkis is presenting his Crypto Theses for 2023 on today’s State of the Nation.


Every year, Ryan publishes a massive document that wraps up the year in the industry, and looks forward to what’s coming next.


After an insane 2022, what does 2023 hold in store? Ryan Selkis of Messari brings the answers.


------
📣 Kraken | The Crypto Exchange for Everyone
http://k.xyz/bankless-pod 


------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 
🎙️ SUBSCRIBE TO PODCAST:                 https://availableon.com/bankless 


------
BANKLESS SPONSOR TOOLS: 


⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 


👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso 


🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 


📡 TRUEFI | CRYPTO FINANCIAL HUB 
https://bankless.cc/TrueFi  


👾 SEQUENCE | ALL-IN-ONE PLATFORM 
https://bankless.cc/Sequence 


⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel 


------
Topics Covered


0:00 Intro
7:00 Pain
10:05 Crypto is Still Inevitable
16:00 Surviving Winter, Redux
20:10 Who to Watch
26:30 How People Fall
32:20 CeFi Contagion
40:30 Institutional Capital
47:00 SEC vs ETF
51:30 SBF and Crypto Policy
1:03:00 Bitcoin
1:07:40 Smart Contracts
1:11:45 ETH Killers
1:15:00 DeFi Trends
1:19:30 DAOs and NFTs
1:24:00 Back to Crypto
1:26:30 The Block and Crypto Media


------
Resources:


Crypto Theses for 2023
https://messari.io/crypto-theses-for-2023 


Ryan Selkis
https://twitter.com/twobitidiot 


Messari
https://messari.io/ 


-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.


Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures