Messari’s Crypto Theses For 2022

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The 2022 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 2022. Learn more and view the full 165-page report at messari.io/crypto-theses-for-2022/ We’ve got you covered… WAGMI.

Episodes

  1. 2022-01-11

    Section 1. Top 10 Narratives & Investment Themes

    Section 1. Top 10 Naratives & Investment Themes  1.1 The Collapse in Institutional Trust [04:20] 1.2 Crypto/Web3 is Inevitable [06:19] 1.3 Bridges and Nifties and DAOs [09:47] 1.4 The Decoupling of Cryptos [12:38)  1.5 Permanent (Venture) Capital: In, Up and Down, Never Out  [14:27]  1.6 How High Can We Fly [17:07] 1.7 Surviving Winter [23:08] 1.8 Public Options: Coinbase Opens the Floodgates [27:56] 1.9 Copy-Trading: WAGMI [30:10] 1.10 Copy-Trading: We Like The Coins [32:40]

    34 min

  2. 2022-01-11

    Section 2. 10 People to Watch

    Section 2. 10 People to Watch 2.1 WAGMI [00:04] 2.2 The Big Guys: Samani, CMS, Su Zhu [01:52]  2.3 Emilie Choi, Coinbase [04:15] 2.4 Devin Finzer, OpenSea [06:50]2.5 Dan Robinson & Dave White, Paradigm [08:50] 2.6 Jeff Zirlin “The Jiho”, Axie Infinity [10:24]   2.7 Jay Graber, BlueSky & Tess Rinearson, Twitter [12:37] 2.8. Kristin Smith, The Blockchain Association & Katie Haun, a16z [16:21]  2.9 Commissioner Hester Peirce, SEC [19:24]  2.10 Do Kwon, Terraform Labs [24:27]2.11 Honorable Mentions [26:16]

    27 min

  3. 2022-01-11

    Section 3. Top 10 Thoughts on Bitcoin

    Section 3. Top 10 Thoughts on Bitcoin 3.1 Please Check on Peter Schiff [00:03]  3.2 The King Stay the King: No Flippenings [02:17]   3.3 The Multichain Reserve [06:21] 3.4The “Gift” of Bitcoin ETFs [08:22]   3.5 The Great Fall of China(‘s Bitcoin Industry) [10:41]  3.6 Bitcoin as Clean Energy Stimulus [13:09)  3.7 Proof-of-Stake Works Because Proof-of-Work Worked [25:21]   3.8 Proof-of-Work & Minority Rights [27:18]  3.9 The Bitcoin Roadmap [29:30] 3.10 Lightning Strikes El Salvador [32:42]

    35 min

  4. 2022-01-11

    Section 4. American Crypto Policy

    Section 4. American Crypto Policy 4.1 The American Battleground [02:04]  4.2 Real Risks & Self-Regulation [05:20] 4.3 FSOC & SEC Dominance [09:03] 4.4 The Crypto Coalition [13:29] 4.5 Regulatory Jump Balls [16:24] 4.6 Crypto Eurodollars and Systemic Risks [18:55] 4.7 Smart Crypto Banking Integration [23:05] 4.8 Crypto is Bad for (Bad) Business [25:35] 4.9 Tax Enforcement vs. Tax Products [27:41] 4.10 Dear Gary Gensler: Are You a Partial Fraud or a Total Fraud [31:06] 4.11 Ripple vs. SEC vs. Safe Harbors [48:37]   4.12 The Battle for Privacy [54:51]  4.13 Incorporating DAOs [57:44]    4.14 The American Web3 Council [59:46]   4.15 Local & Metaverse Battles [01:03:21]  4.16 There’s Nothing More Punk than the Battle for American Crypto [01:04:34]

    1h 7m

  5. 2022-01-11

    Section 5. Market Infrastructure

    Section 5. Market Infrastructure 5.1 The Bitcoin Futures ETFs are State-Sponsored Pieces of Sh*t [00:04] 5.2 Goldman Gary and the Reg M Redemption [03:47] 5.3 Lender Reserves [12:41] 5.4 CeFi vs. TradFi [17:39]  5.5 CEX Ed [19:54] 5.6 Crypto Securities (and ILOs) [24:51]  5.7 Bagholders (and Stakers) [26:11] 5.8 Coinlist: A Global Token Issuance Platform (Except in the US and North Korea) [27:59] 5.9 RegTech [33:20]  5.10 Payments Innovation [35:09] 5.11 The National Security Case for Crypto Dollars [39:35] 5.12 DCEP [42:44] 5.13 Fedcoins & Western CFDCs [45:16] 5.14 USDC & Brother Jeremy [47:17] 5.15 When Paxos Met Novi [49:32]

    51 min

  6. 2022-01-11

    Section 6. NFTs & Web3 Plumbing

    Section 6. NFTs & Web3 Plumbing  6.1 NFTs: Digital Goods on a Global Ledger [02:21] 6.2 A $69 Million Mona Lisa JPEG [08:23] 6.3 PFPs: Punks vs. Apes [13:29] 6.4 Fan Tokens [22:34] 6.5 Axie Infinity & the Play-to-Earn Revolution [26:37] 6.6 Looted: Composable NFTs [30:08] 6.7 NFT Financialization [32:15] 6.8 OpenSea & Friends [35:13] 6.9 The Cryptoverse [36:41] 6.10 I Said Metaverse, Not Meta [40:41] 6.11 Non-Fungible Credentials [43:26] 6.12 Namespaces & Data Sharing [46:12] 6.13 DeSo Lotteries [48:28] 6.14 The Physically Decentralized (Permanent) Web [50:54] 6.15 Physical Network Scaling [53:40]

    55 min

  7. 2022-01-11

    Section 7. DeFi 2.0

    Section 7. DeFi 2.0 7.1 The USDT Bridge [0:48] 7.2 DAI vs. UST [4:55] 7.3 The Algorithmic Stablecoins Renaissance [7:43] 7.4 The Emergence of Non-Pegged Stablecoins [12:34] 7.5 Worldcoin’s Steely Gaze [15:33] 7.6 Uniswap v3 vs. The World [18:01] 7.7 Perp vs. dydx [20:54] 7.8 The Alchemix of DeFinance [22:46] 7.9 The Fat Applications Thesis [27:40] 7.10 Tokenized Funds & Index Co-Op [33:52] 7.11 DeFi’s Split Personalities [35:52] 7.12 The CeDeFi Boom [38:04] 7.13 Governance Snafus [40:02] 7.14 Security & The Dark Forest [41:56] 7.15 Bullish Unlocks & FDV [44:55]

    47 min

  8. 2022-01-11

    Section 8. ETH, Layers, and Bridges

    Section 8. ETH, Layers, and Bridges  8.1 ETH’s Q3 Earnings Report [0:49] 8.2 1559: Miners and MEVers [3:19] 8.3 The Merge & Liquid Staking [4:34] 8.4 To EVM or Non-EVM [6:41] 8.5 Layer 1 Relative Valuations [8:17] 8.6 Solana Summer Never Ends [10:28] 8.7 Polkadot’s Slow & Steady Rollout [13:09] 8.8 Cosmos & IBC Opt-In [14:53] 8.9 Terraforming La Luna [17:25] 8.10 The Best of the Rest (of the L1s) [19:52] 8.11 Polygon Flippens ETH [21:10] 8.12 They’re Optimistic [27:44] 8.13 Zero-Knowledge Scaling [29:44] 8.14 Build me a Bridge [31:33] 8.15 Wrapping it All Up [34:13]

    34 min

  9. 2022-01-11

    Section 9. The DAO of DAOs

    Section 9. The DAO of DAOs 9.1 Enabling Tools: Wallets & Staking [2:43] 9.2 Down the Rabbithole: Learning & Earning [4:28] 9.3 Working in Web3 [6:47] 9.4 Hierarchies, Pods, and Fluid Organisms [09:47] 9.5 DAO Treasury Management [13:19]  9.6 DAO Investor Relations [16:23]  9.7 Messari: Tying it All Together [19:21]  9.8 Legal Framework for DAOS [20:17]   9.9 The New Capital Allocators [22:35]  9.10 The New Information Curators [24:53]

    28 min

  10. 2022-01-11

    Section 10. BONUS: Whatever I Want

    Section 10. BONUS: Whatever I Want 10.1 Why You Must Write [0:50] 10.2 No Sacred Cows [2:41] 10.3 My Information Diet [3:40] 10.4 Tips & Productivity Tricks [4:50] 10.5 Life Advice [7:57]

    10 min
  • 10 Episodes

About

The 2022 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 2022. Learn more and view the full 165-page report at messari.io/crypto-theses-for-2022/ We’ve got you covered… WAGMI.

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