2024 Crypto Investment Themes
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 4 January 2024
⏱️ 55 minutes
🧾️ Download transcript
Summary
Welcome to Bankless Takes! This week, the first week of 2024… we have 6 Predictions for the major investment themes ahead for this year.
What are going to be the trends that define 2024? What do you need to know to stay ahead of the game? At least, for what we can see today.
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TIMESTAMPS
00:00 Intro
04:45 Restaking and Liquid Restaking Tokens
12:34 What is Liquid Restaking?
20:26 Solana
28:18 Parallelized EVM's
37:16 Games
43:56 Data Availability
50:07 Airdrops
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Transcript
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| 0:00.0 | Bankless nation welcome to 2024 and on the first bankless takes of the year we have six |
| 0:06.2 | predictions six investment themes that we think are going to define the meta for the rest of the year |
| 0:12.0 | maybe into 2025 but from what we can see today at least is already |
| 0:16.8 | setting in place some six different investment themes that we are going to watch develop |
| 0:21.7 | over the years. |
| 0:22.9 | Ryan, how's your holidays? |
| 0:24.0 | Oh, it was good man. |
| 0:25.2 | I have a little bit of COVID. |
| 0:26.7 | So if a holiday COVID. |
| 0:28.9 | Yeah, if listeners hear the presence from the family. |
| 0:31.6 | In my voice, yeah, a parting present, but David, I'm excited to start |
| 0:36.4 | 2024 in the first episode of the year. |
| 0:39.5 | Predictions are curated by you yourself for these investment themes I should say. |
| 0:45.0 | So I've gotten a chance to look at them at a high level. |
| 0:48.3 | I think I'm going to need your help to get us through this. |
| 0:51.0 | Do you want to get in? |
| 0:51.8 | Absolutely. And if you've been a content-consuming crypto, you know that every single |
| 0:55.8 | content producer that exists in crypto has put out their predictions for 2024, whether you're |
| 1:00.8 | a writer or a podcaster you have your big. |
| 1:04.0 | This is a little bit of a meta, an aggregator, |
| 1:08.5 | because I've been reviewing all of those |
| 1:10.3 | and also putting my own spin into these. |
... |
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