Dec 15, 2021
Ryan Selkis is the Founder and CEO the data analytics platform Messari. In Ryan's past Bankless appearances, we've debated ETH as money and the Triple Point Asset thesis. We've tackled crypto regulation and taking an aggressive stance on policy.
Now it's time to add it all together and decide what's next—what's important for the industry and the world as we head into 2022. Ryan wrote a 150+ page beast of a report titled 'Crypto Theses for 2022,' which covers the space from top to bottom. From DAOs and DeFi to Regulation and NFTs, there is no stone left unturned in this report.
In this episode, we digest the mountain of information Ryan puts together on an annual basis to answer the question: What's in store for Crypto in 2022?
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Topics Covered:
0:00 Intro
7:00 Ryan Selkis & Institutional Trust
14:30 Web3 is Inevitable
22:08 Inflation & Use Cases
32:47 WAGMI
37:45 The Fall of China
42:52 The American Battleground
46:55 The Regulator Side
56:28 The Crypto Coalition
1:02:20 NFTs & Metaverse
1:09:48 ETH's Q3 Earnings Report
1:16:47 ETH Killer Valuations
1:20:41 ETH is Money Debate
1:25:33 Closing & Disclaimers
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Resources:
Ryan on Twitter:
https://twitter.com/twobitidiot?s=20
The Crypto Theses:
https://twitter.com/twobitidiot/status/1466438779196039175?s=20
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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