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.

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------ 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