meta_pixel
Tapesearch Logo
Log in
Bankless

Ryan Selkis Shares His 2024 Crypto Predictions

Bankless

Bankless

Tech News, Technology, News

4.71.2K Ratings

🗓️ 19 December 2023

⏱️ 107 minutes

🧾️ Download transcript

Summary

Joining us today is Ryan Selkis, who is here to walk us through his crypto thesis for 2024. 

We cover big investment themes, people to watch, the future of stablecoins, policy takes and so much more in this wide ranging episode.

-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT  
------
BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
⁠https://k.xyz/bankless-pod-q2   ⁠

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
⁠https://bankless.cc/MetaMask  

⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum   ⁠

🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo  

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku  

🌐 Layer Zero V2 Launch
https://bankless.cc/LayerZeroLabs  

------
TIMESTAMPS

00:00:00 Intro
00:05:11 Recapping 2023
00:07:50 Are We In A Bull Market?
00:12:09 Investment Trends
00:16:48 BTC ETF Winners
00:20:03 Ether 2024 Predictions
00:26:57 BTC Security Model
00:33:06 Investment Strategy
00:36:56 VC and Private Markets
00:42:28 IPO's and M&A's
00:45:04 People To Watch
00:50:56 Why Does Elizabeth Warren Hate Crypto?
00:57:54 Grayscale
01:04:55 Products to Use in 2024
01:07:00 USDC Flips USDT?
01:11:32 Coinbase and BASE
01:15:46 Crypto Money
01:21:17 Privacy
01:27:54 How Crypto Wins In The US
01:40:07 The Political Bull Case
01:44:42 What's Most Exciting


------
RESOURCES

Ryan Selkis
https://twitter.com/twobitidiot 

------
Not financial or tax advice. See our investment disclosures here:
https://bankless.com/disclosures 

Transcript

Click on a timestamp to play from that location

0:00.0

The important battle that must be won is in the Senate.

0:02.8

There is no future for crypto in the US if the Democrats hold the Senate.

0:06.0

Really?

0:06.8

At least not until 2030.

0:08.2

I think if it's a clean sweep for the the the Dems, then move your family.

0:12.0

Wow, really? Move your family or or pick another industry, right?

0:16.0

I mean, I'm not going to be doing crypto in the US if it's a clean sweep from the from the

0:20.0

Democrats. You see like, well, why? What do you think happens?

0:22.4

What will 2024 have in store for crypto?

0:29.5

That is the question on today's episode.

0:31.2

To answer that question, we brought on Brian Selkes.

0:34.0

He gives us his crypto thesis for 2024.

0:37.2

This is from a document that he publishes every year where he goes through.

0:40.7

I think this one is 200 pages of all of his predictions, all of the themes,

0:44.4

all of the narratives, all of the things he thinks will be in store for us in the following year.

0:49.7

A few things we talk about in today's episode, the big investment themes in 2024,

0:54.3

including Bitcoin, Ethereum, and all the other tokens down the market stack.

0:58.1

Also, the people to watch, including Larry Fink.

1:00.8

Ryan thinks he's about to get a lot more bullish on crypto.

1:04.1

How we defeat Elizabeth Warren as well, we talk about that.

1:07.1

And why Ryan thinks Barry Silver will make a comeback.

1:10.0

I think he called him in this episode undefeated.

...

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.