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Crypto Thesis for 2023 | Ryan Selkis

Dec 22, 2022

Ryan Selkis, Founder of Messari and renowned for his annual crypto theses, dives into the future of cryptocurrency in 2023. He emphasizes Bitcoin's resilience and discusses Ethereum's smart contracts versus emerging competitors. Selkis breaks down the recent CeFi credit crisis and its market implications, while encouraging listeners to learn from past mistakes. The discussion also touches on the pivotal role of institutional capital, evolving crypto regulations, and the integrity of crypto journalism amidst a challenging landscape.

01:41:26

Creator website

Episode guests

Ryan Selkis

Highlights

AI Chapters

Episode notes

NFTs, DOWs and Game Fi

00:31

Ethereum Killer: Cosmos App Chain Model

00:45

The D5 Language and DCCPA: After the Dinner

01:20

Intro

3min

Navigating the Crypto Landscape: Key Trends and Players for 2023

2min

Innovative Tools for a Seamless Web3 Experience

3min

Crypto Outlook 2023: Lessons and Innovations

25min

Crypto Credit Crisis Unpacked

9min

Navigating the Aftermath: DCG and Cryptocurrency Regulation

21min

Exploring Bitcoin's Resilience and Future Outlook

5min

Bitcoin vs Ethereum: The 2023 Landscape

13min

Navigating Crypto Insights and Journalism Integrity

20min

10.

Empowering Citizen Journalists in the Crypto Space

2min

✨ THESIS FOR 2023:

https://messari.io/crypto-theses-for-2023

—— Ryan Selkis is presenting his Crypto Theses for 2023 on today’s State of the Nation.

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.

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------ Topics Covered

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

------ Resources:

Crypto Theses for 2023 https://messari.io/crypto-theses-for-2023

Ryan Selkis https://twitter.com/twobitidiot

Messari https://messari.io/

----- 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://www.bankless.com/disclosures

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