Crypto Thesis for 2023 | Ryan Selkis
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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.
TIMESTAMPS
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