Messari’s Crypto Theses For 2022

Section 10. BONUS: Whatever I Want

10.1 Why You Must Write [0:50]

10.2 No Sacred Cows [2:41]

10.3 My Information Diet [3:40]

10.4 Tips & Productivity Tricks [4:50]

10.5 Life Advice [7:57]

Section 9. The DAO of DAOs

9.1 Enabling Tools: Wallets & Staking [2:43]

9.2 Down the Rabbithole: Learning & Earning [4:28]

9.3 Working in Web3 [6:47]

9.4 Hierarchies, Pods, and Fluid Organisms [09:47]

9.5 DAO Treasury Management [13:19] 

9.6 DAO Investor Relations [16:23] 

9.7 Messari: Tying it All Together [19:21] 

9.8 Legal Framework for DAOS [20:17]  

9.9 The New Capital Allocators [22:35] 

9.10 The New Information Curators [24:53] 

Section 8. ETH, Layers, and Bridges 

8.1 ETH’s Q3 Earnings Report [0:49]

8.2 1559: Miners and MEVers [3:19]

8.3 The Merge & Liquid Staking [4:34]

8.4 To EVM or Non-EVM [6:41]

8.5 Layer 1 Relative Valuations [8:17]

8.6 Solana Summer Never Ends [10:28]

8.7 Polkadot’s Slow & Steady Rollout [13:09]

8.8 Cosmos & IBC Opt-In [14:53]

8.9 Terraforming La Luna [17:25]

8.10 The Best of the Rest (of the L1s) [19:52]

8.11 Polygon Flippens ETH [21:10]

8.12 They’re Optimistic [27:44]

8.13 Zero-Knowledge Scaling [29:44]

8.14 Build me a Bridge [31:33]

8.15 Wrapping it All Up [34:13]

Section 7. DeFi 2.0

7.1 The USDT Bridge [0:48]

7.2 DAI vs. UST [4:55]

7.3 The Algorithmic Stablecoins Renaissance [7:43]

7.4 The Emergence of Non-Pegged Stablecoins [12:34]

7.5 Worldcoin’s Steely Gaze [15:33]

7.6 Uniswap v3 vs. The World [18:01]

7.7 Perp vs. dydx [20:54]

7.8 The Alchemix of DeFinance [22:46]

7.9 The Fat Applications Thesis [27:40]

7.10 Tokenized Funds & Index Co-Op [33:52]

7.11 DeFi’s Split Personalities [35:52]

7.12 The CeDeFi Boom [38:04]

7.13 Governance Snafus [40:02]

7.14 Security & The Dark Forest [41:56]

7.15 Bullish Unlocks & FDV [44:55]

Section 6. NFTs & Web3 Plumbing

 6.1 NFTs: Digital Goods on a Global Ledger [02:21]

6.2 A $69 Million Mona Lisa JPEG [08:23]

6.3 PFPs: Punks vs. Apes [13:29]

6.4 Fan Tokens [22:34]

6.5 Axie Infinity & the Play-to-Earn Revolution [26:37]

6.6 Looted: Composable NFTs [30:08]

6.7 NFT Financialization [32:15]

6.8 OpenSea & Friends [35:13]

6.9 The Cryptoverse [36:41]

6.10 I Said Metaverse, Not Meta [40:41]

6.11 Non-Fungible Credentials [43:26]

6.12 Namespaces & Data Sharing [46:12]

6.13 DeSo Lotteries [48:28]

6.14 The Physically Decentralized (Permanent) Web [50:54]

6.15 Physical Network Scaling [53:40]

Section 5. Market Infrastructure

5.1 The Bitcoin Futures ETFs are State-Sponsored Pieces of Sh*t [00:04]

5.2 Goldman Gary and the Reg M Redemption [03:47]

5.3 Lender Reserves [12:41]

5.4 CeFi vs. TradFi [17:39] 

5.5 CEX Ed [19:54]

5.6 Crypto Securities (and ILOs) [24:51] 

5.7 Bagholders (and Stakers) [26:11]

5.8 Coinlist: A Global Token Issuance Platform (Except in the US and North Korea) [27:59]

5.9 RegTech [33:20] 

5.10 Payments Innovation [35:09]

5.11 The National Security Case for Crypto Dollars [39:35]

5.12 DCEP [42:44]

5.13 Fedcoins & Western CFDCs [45:16]

5.14 USDC & Brother Jeremy [47:17]

5.15 When Paxos Met Novi [49:32] 

Section 4. American Crypto Policy

4.1 The American Battleground [02:04] 

4.2 Real Risks & Self-Regulation [05:20]

4.3 FSOC & SEC Dominance [09:03]

4.4 The Crypto Coalition [13:29]

4.5 Regulatory Jump Balls [16:24]

4.6 Crypto Eurodollars and Systemic Risks [18:55]

4.7 Smart Crypto Banking Integration [23:05]

4.8 Crypto is Bad for (Bad) Business [25:35]

4.9 Tax Enforcement vs. Tax Products [27:41]

4.10 Dear Gary Gensler: Are You a Partial Fraud or a Total Fraud [31:06]

4.11 Ripple vs. SEC vs. Safe Harbors [48:37]  

4.12 The Battle for Privacy [54:51] 

4.13 Incorporating DAOs [57:44]   

4.14 The American Web3 Council [59:46]  

4.15 Local & Metaverse Battles [01:03:21] 

4.16 There’s Nothing More Punk than the Battle for American Crypto [01:04:34]

Section 3. Top 10 Thoughts on Bitcoin

3.1 Please Check on Peter Schiff [00:03] 

3.2 The King Stay the King: No Flippenings [02:17]  

3.3 The Multichain Reserve [06:21]

3.4The “Gift” of Bitcoin ETFs [08:22]  

3.5 The Great Fall of China(‘s Bitcoin Industry) [10:41] 

3.6 Bitcoin as Clean Energy Stimulus [13:09) 

3.7 Proof-of-Stake Works Because Proof-of-Work Worked [25:21]  

3.8 Proof-of-Work & Minority Rights [27:18] 

3.9 The Bitcoin Roadmap [29:30]

3.10 Lightning Strikes El Salvador [32:42]

Section 2. 10 People to Watch

2.1 WAGMI [00:04]

2.2 The Big Guys: Samani, CMS, Su Zhu [01:52] 

2.3 Emilie Choi, Coinbase [04:15]

2.4 Devin Finzer, OpenSea [06:50]
2.5 Dan Robinson & Dave White, Paradigm [08:50]

2.6 Jeff Zirlin “The Jiho”, Axie Infinity [10:24]  

2.7 Jay Graber, BlueSky & Tess Rinearson, Twitter [12:37]

2.8. Kristin Smith, The Blockchain Association & Katie Haun, a16z [16:21] 

2.9 Commissioner Hester Peirce, SEC [19:24] 

2.10 Do Kwon, Terraform Labs [24:27]
2.11 Honorable Mentions [26:16]   

Section 1. Top 10 Naratives & Investment Themes 

1.1 The Collapse in Institutional Trust [04:20]

1.2 Crypto/Web3 is Inevitable [06:19]

1.3 Bridges and Nifties and DAOs [09:47]

1.4 The Decoupling of Cryptos [12:38) 

1.5 Permanent (Venture) Capital: In, Up and Down, Never Out  [14:27] 

1.6 How High Can We Fly [17:07]

1.7 Surviving Winter [23:08]

1.8 Public Options: Coinbase Opens the Floodgates [27:56]

1.9 Copy-Trading: WAGMI [30:10]

1.10 Copy-Trading: We Like The Coins [32:40]