4.8 • 689 Ratings
🗓️ 23 December 2022
⏱️ 40 minutes
🧾️ Download transcript
NLW is joined by Messari CEO Ryan Selkis after he dropped his Crypto Theses for 2023.
This episode is sponsored by Nexo.io, Circle and Kraken.
Today’s guest is Messari CEO Ryan Selkis.
Find our guest on Twitter: @twobitidiot
Read Crypto Theses for 2023: messari.io/crypto-theses-for-2023
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Kraken, the secure, trusted digital asset exchange, is our sponsor for today's show. Kraken makes it easy to instantly buy 185+ cryptocurrencies with fast, flexible funding options. Your account is covered by regular Proof of Reserves audits, industry-leading security and award-winning Client Engagement, available 24/7. Sign up and trade today at kraken.com/breakdown.
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“The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell and research by Scott Hill. Jared Schwartz is our executive producer and our holiday theme music is "Spike The Eggnog" by Two Dudes. Music behind our sponsors today is “Glasgow” by Falls. Image credit: Andriy Onufriyenko/Getty Images, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8.
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0:00.0 | If there is a silver lining to all this, that was probably the best part of the year, which is we avoided really crippling legislation that could have very well been forced through this month called the DCCPA. |
0:12.0 | The bill itself was not terrible, but it had some really damaging defy language in there that could have been excessively broad and I think really hurt the industry longer term. |
0:20.0 | Not to mention, given the |
0:21.6 | SEC, much more authority and the ability to designate certain tokens as securities, which |
0:28.4 | could have created much more of a deep, dark winter than I think we're experiencing just because |
0:35.1 | of the centralized contagion that took place. |
0:42.9 | Welcome back to The Breakdown with me, NLW. |
0:48.8 | It's a daily podcast on macro, Bitcoin, and the big picture power shifts remaking our world. |
0:55.3 | The breakdown is sponsored by nexo.io, Circle, and Cracken, and produced and distributed by CoinDesk. |
1:04.8 | What's going on, guys? It is Friday, December 23rd, and today we are finally starting our year-end coverage and doing it in grand fashion with Masari's Ryan Selkis. Before we get into that, |
1:10.6 | however, if you are enjoying the breakdown, please go subscribe |
1:12.7 | to it, give it a rating, give it a review, or if you want to dive deeper into the conversation, |
1:16.8 | come join us on the Breakers Discord. |
1:18.8 | You can find a link in the show notes or go to bit.ly slash breakdown pod. |
1:22.7 | All right, guys, well, like I said, we are finally on end of your coverage. No more SBF shenanigans interrupting us. |
1:29.4 | And we're starting off in a great way. Because for the last six years, Missouri CEO, |
1:33.9 | Ryan Selkis, has released a crypto-theces, a set of thoughts, ideas about what happened and what was to happen, |
1:40.8 | which is, of course, the theme of these interviews as well. This year, the document is a whopping 170 pages, and it just came out yesterday, and there is so |
1:48.0 | much to dig into. Of particular note, I think, is Ryan's front row seat to much of the Sam in |
1:53.5 | D.C. drama, and we get into all of that and so much more, so without any further ado, let's dive in. |
2:00.9 | All right, Ryan, welcome back to the breakdown. |
2:02.8 | How are you, sir? |
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