10 Predictions About Crypto in 2022 with Ryan Selkis
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 15 December 2021
⏱️ 88 minutes
🧾️ Download transcript
Summary
Ryan Selkis is the Founder and CEO the data analytics platform Messari. In Ryan's past Bankless appearances, we've debated ETH as money and the Triple Point Asset thesis. We've tackled crypto regulation and taking an aggressive stance on policy.
Now it's time to add it all together and decide what's next—what's important for the industry and the world as we head into 2022. Ryan wrote a 150+ page beast of a report titled 'Crypto Theses for 2022,' which covers the space from top to bottom. From DAOs and DeFi to Regulation and NFTs, there is no stone left unturned in this report.
In this episode, we digest the mountain of information Ryan puts together on an annual basis to answer the question: What's in store for Crypto in 2022?
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Topics Covered:
0:00 Intro
7:00 Ryan Selkis & Institutional Trust
14:30 Web3 is Inevitable
22:08 Inflation & Use Cases
32:47 WAGMI
37:45 The Fall of China
42:52 The American Battleground
46:55 The Regulator Side
56:28 The Crypto Coalition
1:02:20 NFTs & Metaverse
1:09:48 ETH's Q3 Earnings Report
1:16:47 ETH Killer Valuations
1:20:41 ETH is Money Debate
1:25:33 Closing & Disclaimers
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Resources:
Ryan on Twitter:
https://twitter.com/twobitidiot?s=20
The Crypto Theses:
https://twitter.com/twobitidiot/status/1466438779196039175?s=20
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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://newsletter.banklesshq.com/p/bankless-disclosures
Transcript
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| 0:00.0 | Hey, Bangladesh Nation, welcome to another state of the nation episode. |
| 0:11.5 | This is the episode where we update you on something relevant going on in crypto. |
| 0:16.0 | We do a deep tab today. |
| 0:17.0 | We're super excited to talk about the 2022 feces brought to you by Missouri. |
| 0:23.0 | We've got Ryan Selkis on. |
| 0:25.0 | David, I love this time of year because it's a time of reflection, right? |
| 0:29.2 | We finally get to like take a deep breath and look at the past 12 months, all of the craziness |
| 0:35.8 | that happened. |
| 0:36.8 | We always joke and we say like one year is like 10 in one year in crypto is like 10 in |
| 0:41.5 | the regular world. |
| 0:42.5 | And so December, late December in particular is a time to kind of reflect. |
| 0:46.1 | And that's what we're doing with Ryan Selkis. |
| 0:49.1 | He wrote this fantastic thesis. |
| 0:51.6 | He's written this every year since I've been in crypto. |
| 0:53.8 | I've read these front to back every single year. |
| 0:56.6 | This year is no exception. |
| 0:59.1 | And we're going to dive into it with him. |
| 1:01.0 | David, what are some of your thoughts coming to this conversation? |
| 1:04.2 | And it's just a it's a ceremony is time at this point. |
| 1:06.8 | The consistency and robustness of Ryan Selkis's thesis is just always something that the |
| 1:12.2 | industry collectively points its attention towards at the end of the year. |
| 1:16.5 | And it's just a nice way to end the year. |
... |
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