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Messari’s Crypto Theses For 2023

Messari

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 messari.io/crypto-theses-for-2023 Let’s get “Back to Crypto” in 2023.... more

PublishesDailyEpisodes10Founded3 years ago
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Artwork for Messari’s Crypto Theses For 2023

Latest Episodes

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

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... more

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 Dece... more

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 & Synth... more

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 Modularit... more

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 ... more

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 ... more

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 ... more

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