The Interplay of Memes and Fundamentals in Crypto

Breaking down our recent '5 Things We Got Right' article, in this episode we tackle this year in crypto from a high level. We cover the predictions we made, what we planned to look out for, and then we dive into how it all played out.

There were some things we got right—and some things that surprised us—but perhaps most of all, we learned a ton.

Come reflect with us on all the lessons from 2021 that we can arm ourselves with as we head into 2022. Will it be another bullish year?

------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow 

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------ Topics Covered

0:00 Intro 4:00 Reflections on 2021 8:43 Reviewing our Predictions

5 Things We Got Right 17:53 Multi-Trillion Dollar Asset Class 23:14 ETH Strong Against BTC 27:20 ETH is Money 31:40 It’s Raining Airdrops 33:03 DeFi Usage

5 Things that Surprised Us 34:10 NFTs Exploding 38:45 Axie Infinity 41:47 Web3 45:15 DeFi Lagging 49:00 Alt-L1 Tokens

5 New Mental Models 55:17 Cryptography 58:17 Legitimacy 1:01:56 Ultra Sound Money 1:05:38 Modular vs Monolithic 1:09:54 Crypto Renaissance

1:14:50 5 Bets for 2022 1:17:31 Bullish Blockspace 1:21:34 Next Gen DeFi 1:24:33 DAOs 1:27:00 Crypto Gaming 1:29:16 Decentralized Identity

1:33:30 Is 2022 A Bullish Year?

1:39:18 Closing & Disclaimers

----- Resources:

5 Things We Got Right https://newsletter.banklesshq.com/p/5-things-we-got-right  Ultra Sound Money https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake  Ultimate Guide to Airdrops https://newsletter.banklesshq.com/p/the-ultimate-guide-to-airdrops  The Crypto Renaissance https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal  Ultra Scalable Ethereum https://newsletter.banklesshq.com/p/ultra-scalable-ethereum  5 Mental Models for Web3 https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris 

----- 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.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures