Stay ConnectedThe 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.
Copyright: © 2022 Messari
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]
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]
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]
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]
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]
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]
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]
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]
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]
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]
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