98 - 5 Things We Got Right
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 27 December 2021
⏱️ 93 minutes
🧾️ Download transcript
Summary
Breaking down our recent '5 Things We Got Right' article, in this episode we tackle this year in crypto from a high level. We cover the predictions we made, what we planned to look out for, and then we dive into how it all played out.
There were some things we got right—and some things that surprised us—but perhaps most of all, we learned a ton.
Come reflect with us on all the lessons from 2021 that we can arm ourselves with as we head into 2022. Will it be another bullish year?
------
📣 HASHFLOW | POOL & TRADE OTC
https://bankless.cc/Hashflow
-----
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
------
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
------
Topics Covered
0:00 Intro
4:00 Reflections on 2021
8:43 Reviewing our Predictions
5 Things We Got Right
17:53 Multi-Trillion Dollar Asset Class
23:14 ETH Strong Against BTC
27:20 ETH is Money
31:40 It’s Raining Airdrops
33:03 DeFi Usage
5 Things that Surprised Us
34:10 NFTs Exploding
38:45 Axie Infinity
41:47 Web3
45:15 DeFi Lagging
49:00 Alt-L1 Tokens
5 New Mental Models
55:17 Cryptography
58:17 Legitimacy
1:01:56 Ultra Sound Money
1:05:38 Modular vs Monolithic
1:09:54 Crypto Renaissance
1:14:50 5 Bets for 2022
1:17:31 Bullish Blockspace
1:21:34 Next Gen DeFi
1:24:33 DAOs
1:27:00 Crypto Gaming
1:29:16 Decentralized Identity
1:33:30 Is 2022 A Bullish Year?
1:39:18 Closing & Disclaimers
-----
Resources:
5 Things We Got Right
https://newsletter.banklesshq.com/p/5-things-we-got-right
Ultra Sound Money
https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake
Ultimate Guide to Airdrops
https://newsletter.banklesshq.com/p/the-ultimate-guide-to-airdrops
The Crypto Renaissance
https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal
Ultra Scalable Ethereum
https://newsletter.banklesshq.com/p/ultra-scalable-ethereum
5 Mental Models for Web3
https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris
-----
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
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Bankless, where we explore the frontier internet money and internet finance. |
| 0:12.5 | This is how to get started, how to get better, and how to front-run the opportunity. |
| 0:16.4 | This is Ryan Sean Adams. |
| 0:17.4 | I'm here with David Hoffman, and we're here to help you become more Bankless. |
| 0:21.8 | David, this is our five things we got right episode. |
| 0:24.9 | It's really more of like lessons from 2021. |
| 0:27.6 | It's been a crazy year. |
| 0:28.7 | It's kind of our wrap-up of the year, what we're taking with us into 2022. |
| 0:33.8 | So we're going to go through a few things for you guys. |
| 0:36.5 | The first is which of our predictions last year came true and which ones were a flop, |
| 0:41.1 | which ones we failed on. |
| 0:42.1 | We're going to talk about five things we got right. |
| 0:44.0 | We're going to talk about five things that surprised us, five mental models we unlocked, |
| 0:47.5 | and five bets going into 2022. |
| 0:50.5 | And then we end this podcast with some reflections on the market, |
| 0:54.5 | whether we think there's a blow off the top coming, |
| 0:56.8 | whether we think next year is going to be a good year, bullish, or bearish. |
| 1:01.0 | So stay tuned to catch all of those details. |
| 1:03.8 | David, it's been a fun year, man. |
| 1:05.3 | Maybe we should just get to the episode. |
| 1:07.4 | Do you have any thoughts before we do that? |
| 1:09.1 | Yeah, 2021 has been a crazy year, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bankless, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bankless and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.