Dec 22, 2022
✨ THESIS FOR 2023:
https://messari.io/crypto-theses-for-2023
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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.
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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
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Resources:
Crypto Theses for 2023
https://messari.io/crypto-theses-for-2023
Ryan Selkis
https://twitter.com/twobitidiot
Messari
https://messari.io/
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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