Crypto Thesis for 2023 | Ryan Selkis
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 22 December 2022
⏱️ 101 minutes
🧾️ Download transcript
Summary
✨ THESIS FOR 2023:
https://messari.io/crypto-theses-for-2023
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Ryan Selkis is presenting his Crypto Theses for 2023 on today’s State of the Nation.
Every year, Ryan publishes a massive document that wraps up the year in the industry, and looks forward to what’s coming next.
After an insane 2022, what does 2023 hold in store? Ryan Selkis of Messari brings the answers.
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Topics Covered
0:00 Intro
7:00 Pain
10:05 Crypto is Still Inevitable
16:00 Surviving Winter, Redux
20:10 Who to Watch
26:30 How People Fall
32:20 CeFi Contagion
40:30 Institutional Capital
47:00 SEC vs ETF
51:30 SBF and Crypto Policy
1:03:00 Bitcoin
1:07:40 Smart Contracts
1:11:45 ETH Killers
1:15:00 DeFi Trends
1:19:30 DAOs and NFTs
1:24:00 Back to Crypto
1:26:30 The Block and Crypto Media
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Resources:
Crypto Theses for 2023
https://messari.io/crypto-theses-for-2023
Ryan Selkis
https://twitter.com/twobitidiot
Messari
https://messari.io/
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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.
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Transcript
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| 0:00.0 | Brian Selkis is bringing on his crypto thesis for 2023 in today's episode fantastic way |
| 0:11.0 | to end the year and look at the next year. David, what are we talking about today? |
| 0:15.5 | Every single year, Brian Selkis comes with a massive document that is a fantastic way |
| 0:19.8 | to snapshot the year. It always feels like this document that comes out every single year |
| 0:25.4 | out of Missouri that Brian Selkis spends weeks producing. It's a great way to tie a bow |
| 0:30.3 | on one year and look forward into the next. So while this is a snapshot of 2022, it is also |
| 0:36.8 | Brian's 2022 crypto thesis. And so this is just for all of the tunnel vision that we've |
| 0:43.4 | got focusing on SPF and FTX and contagion. This is a nice way to zoom all the way back and |
| 0:49.1 | talk about just the trends across the industry, which will remind the bank listeners. It's |
| 0:54.1 | very broad and wide. So trends in Bitcoin, trends in Ethereum, trends in DeFi, trends in NFTs, |
| 1:00.7 | trends in CFI and got an unpack. We do have to unpack the regulatory landscape, the |
| 1:06.6 | gray scale and DCG landscape and a number of other different topics such as who to pay |
| 1:11.8 | attention to in 2023. If you were on that list, that prior list, who to pay attention to |
| 1:17.6 | in 2021 in 2022, it was either a very good or bad list to be on either way. Who you are, |
| 1:24.8 | yeah, exactly. Guys, speaking of who to pay attention to, we think you should be paying |
| 1:29.8 | attention to our friends and sponsors over at Kraken. David, this is a crypto platform |
| 1:36.0 | that didn't rug people in 2022. And they've been at this for like 10 years, providing secure, |
| 1:42.7 | solid service. Well, it feels like everyone else was a number of other competitors were |
| 1:49.2 | getting distracted by the newest bright shining object in crypto. Kraken was just serving |
| 1:54.0 | the industry without fail and really remained a rock during 2022. What should our listeners |
| 2:00.0 | know about Kraken, David? Yeah, after interviewing Jesse Powell and investigating a little bit |
| 2:05.1 | more into Kraken, the ethos behind what Kraken is really aligns with me and makes me feel |
... |
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