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The 2022 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2022. Learn more and view the full 165-page report at messari.io/crypto-theses-for-2022/ We’ve got you covered… WAGMI.
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The 2023 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2023. Learn more and view the full 168-page report at http://messari.io/crypto-theses-for-2023 Let’s get “Back to Crypto” in 2023.
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The 2024 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2024. Learn more and view the report at https://messari.io/crypto-theses-for-2024
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Since signing the Paris Agreement almost 10 years ago, carbon credit systems have emerged as the go-to method for reducing global CO2 emissions - but their adoption as been slowed by coordination challenges. As Dylan Bane explains, new crypto projects using DePIN principles are trying to more efficiently coordinate distributed resources - and may j…
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Stablecoins have proven to be one of crypto's strongest early killer apps. But as Kinji Steimitz explains, this utility has led to a massive number of new ways to earn yield on stablecoins - making it difficult to know what all the options are to do so, let alone compare them against each other. Join Kinji for his guide to finding stablecoin yield …
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Historically, blockchain validators have been rewarded for their work with native tokens of the blockchain in question. But the ongoing revolution in smart contracts has created opportunities for blockchain validators to generate revenue outside of the protocol - which as Kunal Goel and Peter Horton explain has prompted a large-scale discssion on h…
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When the crypto world turns its hype machine on one particular topic, like modularity, it can be rare to come across a truly unique approach. But as Seth Bloomberg explains, AO and Arweave have done just that, laying out an architecture that may inform the modular crypto infrastructure economy for many cycles to come. (00:00) - Hire with Hirechain …
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Prediction markets always see an increase in activity in an election year - and this year is no different. But as Kunal Goel explains, for crypto-based prediction markets like Polymarket this increase in growth is an opportunity to explore what other uses besides betting these markets can serve. (00:00) - Hire with Hirechain (00:40) - Intro (02:49)…
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In this Special Episode, Ryan Selkis and Marvin Ammori of Uniswap Labs debate the best approach to advance crypto in today's political climate. This debate happened at Consensus 2024, and was moderated by Zack Seward of Coindesk. Credit: Coindesk Follow Messari on Twitter: https://twitter.com/MessariCrypto Follow Unqualified Opinions on Spotify: ht…
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OpenAI's spring product updates may have underwhelmed those who were hoping for a GPT-5. But as Seth Bloomberg explains, the updates show OpenAI's commitment to the rapidly growing Consumer AI sector - and give a potential preview into how open-source projects in the crypto x AI space may respond. (00:00) - Hire with Hirechain (00:40) - Intro (02:5…
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Industry fundraising data isn't a guarantee of future innovation - but as Patryk Krasnicki explains, an examination of the data can give some indication of what founders and investors think is most critical to build in the volatile crypto industry. (00:00) - Hire with Hirechain (00:40) - Intro (03:26) - Mainnet is Coming! (04:26) - The Hidden Insig…
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Many "innovations" in social media turn out to be short-term fads. But as Toe Bautista explains, builders in the "SocialFi" industry are coming forward with products that change how apps are built and creators make money - changes to the underlying economics of the industry which historically, tend to be much more reliable indicators of long-term a…
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Real World Assets, or putting the core pieces of the world's existing financial system like cash, treasuries, and real estate on-chain, have long been touted as a use case that would make these assets significantly more useful. But so far, stablecoins and cash substitutes have been the only RWA with any mass adoption. But as Kinji Steimetz explains…
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Four years ago, Ethereum co-founder Vitalik Buterin laid out his vision for the network's scalability driven by rollups, and that vision has largely come to fruition. But as Seth Bloomberg explains, those rollups are now running into scalability problems of their own - and the Ethereum ecosystem once again finds itself at an inflection point. (00:0…
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Decentralized lending protocols like Aave and Compound drove explosive growth in DeFi. But as Kinji Steimetz explains, new entrants are ready to take the next step. (00:00) - Hire with Hirechain (00:40) - Intro (03:01) - Messari Mainnet is Coming! (04:01) - The Next Wave of DeFi Hosted by Ryan Selkis (https://twitter.com/twobitidiot) Written and Pr…
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Chapter 10: Top 10 Trends in Peer-to-Peer Infrastructure Wallet-Centric Future: MPC Upgrades Wallet-Centric Future: Smart Contract Accounts Wallet-Centric Future: Embedded “Wallets-as-a-Service” vs. SuperApps The Ledger Recover Debacle DePIN Storage Wars Decentralized Databases Decentralized Wireless Networks DePIN’s AI Machines Select DAO Dysfunct…
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Chapter 9: Top 10 Trends in Consumer Crypto 9.1 Decentralized Social 9.2 Identity & pfp’s 9.3 NFT Marketplaces 9.4 pfp Project Updates 9.5 Bitcoin & Inscriptions 9.6 The The Institutions are Here 9.7 Co-Creation & UGX 9.8 Bet-To-Play Gaming & Information Markets 9.9 Network States 9.10 Token Curated Info Markets…
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Chapter 4: Top 10 Crypto Monies of 2024 4.1 Bitcoin is the Godzilla of Finance 4.2 Bitcoin Security Model & Assumptions 4.3 Bitcoin Mining More Important Than Ever 4.4 Private Transactions: Protocols, Coins, or Pools? 4.5 The New TINA Trade: Stablecoins 4.6 USDT 4.7 USDC 4.8 Paxos, Binance & PayPal Dollars 4.9 Crypto-Collateralized Stablecoins 4.10…
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Chapter 2: Top 10 People to Watch in 2024 2.1 Larry Fink (BlackRock) & Cathie Wood (ARK Invest) 2.2 Jeremy Allaire & Dante Disparte (Circle) 2.3 Kristin Smith (The Blockchain Association) & Michael Carcaise (Fair Shake PAC) 2.4 Senator Elizabeth Warren (and her Minions) 2.5 Elon Musk (and his Stans) 2.6 Michael Sonnenshein & Craig Salm (Grayscale) …
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Chapter 1: Top 10 Investment Trends for 2024 1.0 Investment Trends 1.1 BTC & Digital Gold 1.2 ETH & The World Computer(s) 1.3 The (Liquid) Field 1.4 The Resurgence of Private Crypto Markets? 1.5 IPOs and M&A 1.6 Policy Meta 2 1.7 Can Devs Do Something?! 21 1.8 AI & Crypto: Money for the Machines 22 1.9 Three New De’s: DePIN, DeSoc, DeSci 23 1.10 Me…
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Section 9. Top 10 Trends In DAOs & Web3 9.0 Intro — 0:00 9.1 Wallets & Browsers — 1:56 9.2 DePIN — 4:48 9.3 Data Integrity — 8:56 9.4 Actually Useful DAOs — 11:50 9.5 DAO Management — 16:26 9.6 The DAO Legal Liabilities are SpOoki — 20:05 9.7 DAO “Corporate Actions” — 24.59 9.8 DAO Treasury Management — 27:55 9.9 Crypto Talent Marketplaces — 30:57 …
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Section 8. Top 10 Trends In NFTs & DeSoc 8.0 Intro — 0:00 8.1 “Blue Chip” Pixelated Art — 2:06 8.2 Generative Art — 4:55 8.3 The Institutions Are Here, Just Not the Ones We Expected — 6:48 8.4 GameFi — 8:40 8.5 The Cryptoverse — 12:42 8.6 Decentralized Social (DeSo) — 13:59 8.7 ENS & Identity — 17:52 8.8 Creator Royalties vs. Monopolist Taxes — 20:…
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Section 7. Top 10 Trends In DeFi 7.0 Intro — 0:00 7.1 Revenge of the dApps — 1:31 7.2 Uniswap, the Final DeFi Unicorn — 3:37 7.3 Real-World Collateralized DeFi — 7:16 7.4 Undercollateralized DeFi Lending — 9:38 7.5 Superfluid Collateral & Synthetic Stakes — 11:56 7.6 The Perp Walk: dYdX as an Appchain — 14:58 7.7 On-Chain Asset Managers — 16:33 7.8…
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Section 6. Top 10 Ethereum & L1 Trends 6.0 Intro — 0:00 6.1 The New Ethereum Roadmap — 1:42 6.2 Merge Economics — 4:19 6.3 MEV & Censorship — 6:15 6.4 What Vitalik’s Excited About — 11:25 6.5 Exploding Bridges — 13:00 6.6 Rollups and Modularity — 15:58 6.7 Too Close to the Solana — 21:24 6.8 Cosmos & Appchains — 26:32 6.9 Other L1s — 29:47 6.10 Oth…
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Section 5. Top 10 Cryptocurrency Trends 5.0 Intro — 0:00 5.1 Bitcoin is “Outside Money” — 1:59 5.2 Global Regulatory Challenges — 4:40 5.3 Bitcoin Mining — 8:00 5.4 Bitcoin Yield — 13:13 5.5 Memes & Ripples — 15:06 5.6 Privacy Coins & Private Transactions — 15:26 5.7 Stablecoins Should Be Our Leading Export — 17:26 5.8 The Stablecoin Trinity — 20:3…
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Section 4. Top 10 Trends In Crypto Policy 4.0 Intro — 0:00 4.1 How a Bill Almost Became a Law — 1:28 4.2 How a Bill Becomes a Law — 18:57 4.3 The SEC vs. CFTC Proxy War — 31:54 4.4 MiCA Pros & Cons — 37:18 4.5 Everybody Hates Gary — 42:52 4.6 Ooki vs. CFTC (DAO Governance) — 45:59 4.7 Tornado Cash vs. OFAC (Personal Wallets) — 48:35 4.8 Protecting …
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Section 3. Top 10 Trends In CeFi 3.0 Intro — 0:00 3.1 The Exchanges — 1:12 3.2 The Institutions Are Coming — 5:28 3.3 Anatomy of a Crypto Credit Crisis — 6:52 3.4 DCG & Genesis Contagion Risk — 13:02 3.5 Grayscale: Reflexivity up. Reflexivity down. — 19:50 3.6 Custody, Security, Stability — 23:04 3.7 Cloud Infrastructure and Developer Tools — 25:11…
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Section 2. Top 10 People to Watch 2.0 Intro — 0:00 2.1 Changpeng Zhao & Brian Armstrong — 1:03 2.2 Rep. Patrick McHenry — 3:02 2.3 Sheila Warren — 5:29 2.4 Citizen Journalists: From Molly White to Autism Capital — 7:26 2.5 Anatoly Yakovenko — 9:59 2.6 Barry Silbert & The Winklevii — 11:38 2.7 Stani Kulechov — 13:01 2.8 Alexey Pertsev & Tornado Cash…
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Section 1. Top 10 Narratives & Investment Themes 0.0 Welcome — 0:00 1.0 What Happened in 2022 — 4:48 1.1 Winter Is Here, It’s Time to Build — 6:21 1.2 Crypto Is (Still) Inevitable — 10:39 1.3 Surviving Winter, Redux — 13:18 1.4 How Low Can We Go? — 16:05 1.5 Bear Market Building — 23:49 1.6 Decoupling of Cryptos: Back to the Basics — 26:36 1.7 VC: …
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