4.8 • 689 Ratings
🗓️ 9 December 2020
⏱️ 62 minutes
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The Messari CEO goes over the highlights of his just-released annual “Crypto Theses” report.
This episode is sponsored by Crypto.com, Nexo.io and this week’s special product launch LVL.co.
What were the most important trends? Who were the most important people? Was it the year of Bitcoin Macro, the year of DeFi or both?
Ryan Selkis is the founder and CEO of Messari. Each year he puts together a massive “Crypto Theses” report that looks at the year that was and the year to come.
On this episode, he and NLW discuss the highlights of Selkis’ 2020 report, including:
Find our guest online:
Twitter: @twobitidiot
Website: messari.io
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0:00.0 | I've always thought of Bitcoin as an asset-centric network that uses novel technology to move the asset around and actually secure the asset. |
0:09.3 | With Ethereum, it's a novel set of protocols where the asset is used to secure the protocols. |
0:15.4 | It's completely the inverse. |
0:17.7 | And I think people would do better to bucket the industry by sector and actual function |
0:23.1 | versus just thinking of like the straight market cap rankings. |
0:27.4 | Welcome back to The Breakdown with me, NLW. It's a daily podcast on macro, Bitcoin, and the |
0:34.6 | big picture power shifts remaking our world. The breakdown is sponsored by Crypto.com, nexo.io, and leveled. |
0:41.6 | And produced and distributed by CoinDesk. |
0:45.2 | What's going on, guys? It is Wednesday, December 9th, and today is a fun one. |
0:51.3 | I'm joined by Ryan Selkis. |
0:53.4 | Ryan is the founder and CEO of Masari, which is building |
0:56.7 | a Bloomberg-style data portal for the crypto industry. Now, Ryan has always had a strong bias |
1:03.0 | towards content. He actually ran CoinDesk for a while back in the day. He was also the first |
1:08.1 | person to break the Mountcock story. More recently, as part of |
1:12.6 | Masari, he has put out a massive annual cryptothesis piece for the last three years at least, |
1:18.8 | and these pieces are one of the best ways to get a full sense of the industry's past year and |
1:24.0 | where it might be headed in the year to come. Well, 2020 is no different and we have |
1:29.0 | Ryan here to go through some of the highlights of his just-released crypto-theses for 2020. |
1:35.3 | There's way more in here than we can possibly get into, but the parts that we do get into, |
1:39.8 | I know you're going to enjoy. So let's dive in. All right, Ryan, welcome back to the breakdown. How are you doing, sir? |
1:48.4 | Been too long, my friend. Surviving. Surviving. We made it through 2020. So, uh, Merry Christmas early |
1:56.9 | because you just dropped a one hundred and three, what was the total? final total? 134 pages when it was all |
... |
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