This is Eric Golden and my guest today is Ryan Selkis of Messari. If you have spent any time in the crypto markets - you are likely familiar with Ryan and the Messari research platform. We cover his history in the market, including how he broke the Mt Gox story, his latest thoughts on NFTs, and finally it wouldn't be a conversation with Ryan if we didn't cover the regulatory landscape. Please enjoy this conversation with Ryan Selkis
For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.
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Show Notes
[00:02:09] - [First question] - His early days of first entering the crypto space
[00:05:18] - Going to battle with the Bitcoin Foundation and being fearless in his reporting
[00:06:19] - Whether he’s always been willing to attack the biggest players in crypto
[00:08:42] - When he moved over to DCG and what it was like in the early days
[00:11:11] - The ICO boom and how the founding vision of Messari has changed over time
[00:12:59] - What it means to build the operating system for Web3
[00:15:02] - The transition phase from the old world into one lead by DAOs
[00:16:19] - Defining companies as a marketplace
[00:17:32] - Where he’s seeing opportunity and how companies evolve into DAOs
[00:18:19] - His top 3 areas for 2022 and going from an NFT bear into an advocate
[00:20:15] - Proof-of-knowledge, opt-in cookies, and growing NFT infrastructure
[00:22:08] - The Web3 ecosystem and how regulation impacts the different parts of it
[00:24:27] - How the definition of securities are changing and how the crypto industry can shape the future of regulation
[00:25:46] - The SEC’s role in regulation and wanting dramatic change in that system
[00:29:39] - Stablecoins, algorithmic stablecoins, and why they’re so important
[00:31:11] - Thoughts on LUNA using BTC as their reserve currency
[00:31:57] - How narratives shape markets and the impacts of media on crypto
[00:33:31] - Publicly sharing their portfolio positions as analysts and why
[00:34:38] - What he’s most excited to see built over the next six months and six years
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