Share Messari’s Crypto Theses For 2023
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By Messari
4.8
88 ratings
The podcast currently has 10 episodes available.
Section 10. Bonus: Yo Dre, I Got Somethin' To Say
10.0 Intro — 0:00
10.1 Why You Must Write — 0:15
10.2 No Idols — 1:24
10.3 Must Read — 1:47
10.4 Tips & Productivity Tricks — 2:33
10.5 Life Advice — 4:27
10.6 Disclaimers — 5:11
Section 9. Top 10 Trends In DAOs & Web3
9.0 Intro — 0:00
9.1 Wallets & Browsers — 1:56
9.2 DePIN — 4:48
9.3 Data Integrity — 8:56
9.4 Actually Useful DAOs — 11:50
9.5 DAO Management — 16:26
9.6 The DAO Legal Liabilities are SpOoki — 20:05
9.7 DAO “Corporate Actions” — 24.59
9.8 DAO Treasury Management — 27:55
9.9 Crypto Talent Marketplaces — 30:57
9.10 Media DAOs — 32:52
Section 8. Top 10 Trends In NFTs & DeSoc
8.0 Intro — 0:00
8.1 “Blue Chip” Pixelated Art — 2:06
8.2 Generative Art — 4:55
8.3 The Institutions Are Here, Just Not the Ones We Expected — 6:48
8.4 GameFi — 8:40
8.5 The Cryptoverse — 12:42
8.6 Decentralized Social (DeSo) — 13:59
8.7 ENS & Identity — 17:52
8.8 Creator Royalties vs. Monopolist Taxes — 20:36
8.9 OpenSea’s Down Bad Yarrrr. — 23:17
8.10 OpenAI & ChatGPT — 27:03
Section 7. Top 10 Trends In DeFi
7.0 Intro — 0:00
7.1 Revenge of the dApps — 1:31
7.2 Uniswap, the Final DeFi Unicorn — 3:37
7.3 Real-World Collateralized DeFi — 7:16
7.4 Undercollateralized DeFi Lending — 9:38
7.5 Superfluid Collateral & Synthetic Stakes — 11:56
7.6 The Perp Walk: dYdX as an Appchain — 14:58
7.7 On-Chain Asset Managers — 16:33
7.8 New Novel Markets: Two Truths & A Lie — 18:36
7.9 DeFi Censorship — 21:41
7.10 Bullish Unlocks → Down Bad — 24:17
Section 6. Top 10 Ethereum & L1 Trends
6.0 Intro — 0:00
6.1 The New Ethereum Roadmap — 1:42
6.2 Merge Economics — 4:19
6.3 MEV & Censorship — 6:15
6.4 What Vitalik’s Excited About — 11:25
6.5 Exploding Bridges — 13:00
6.6 Rollups and Modularity — 15:58
6.7 Too Close to the Solana — 21:24
6.8 Cosmos & Appchains — 26:32
6.9 Other L1s — 29:47
6.10 Other, Other L1s — 33:55
Section 5. Top 10 Cryptocurrency Trends
5.0 Intro — 0:00
5.1 Bitcoin is “Outside Money” — 1:59
5.2 Global Regulatory Challenges — 4:40
5.3 Bitcoin Mining — 8:00
5.4 Bitcoin Yield — 13:13
5.5 Memes & Ripples — 15:06
5.6 Privacy Coins & Private Transactions — 15:26
5.7 Stablecoins Should Be Our Leading Export — 17:26
5.8 The Stablecoin Trinity — 20:31
5.9 Algo-Stables: Crypto’s WMDs — 24:34
5.10 CBDCs & Dystopia — 30:14
Section 4. Top 10 Trends In Crypto Policy
4.0 Intro — 0:00
4.1 How a Bill Almost Became a Law — 1:28
4.2 How a Bill Becomes a Law — 18:57
4.3 The SEC vs. CFTC Proxy War — 31:54
4.4 MiCA Pros & Cons — 37:18
4.5 Everybody Hates Gary — 42:52
4.6 Ooki vs. CFTC (DAO Governance) — 45:59
4.7 Tornado Cash vs. OFAC (Personal Wallets) — 48:35
4.8 Protecting Crypto Banking — 51:00
4.9 State vs. Federal (Stablecoins) — 55:35
4.10 The Ground Game — 57:32
Section 3. Top 10 Trends In CeFi
3.0 Intro — 0:00
3.1 The Exchanges — 1:12
3.2 The Institutions Are Coming — 5:28
3.3 Anatomy of a Crypto Credit Crisis — 6:52
3.4 DCG & Genesis Contagion Risk — 13:02
3.5 Grayscale: Reflexivity up. Reflexivity down. — 19:50
3.6 Custody, Security, Stability — 23:04
3.7 Cloud Infrastructure and Developer Tools — 25:11
3.8 On-Chain Forensics — 27:21
3.9 Tax & Compliance — 29:41
3.10 Research & Data Upgrades — 31:05
Section 2. Top 10 People to Watch
2.0 Intro — 0:00
2.1 Changpeng Zhao & Brian Armstrong — 1:03
2.2 Rep. Patrick McHenry — 3:02
2.3 Sheila Warren — 5:29
2.4 Citizen Journalists: From Molly White to Autism Capital — 7:26
2.5 Anatoly Yakovenko — 9:59
2.6 Barry Silbert & The Winklevii — 11:38
2.7 Stani Kulechov — 13:01
2.8 Alexey Pertsev & Tornado Cash Devs — 15:06
2.9 DAO Members — 17:05
2.10 IRS Agent Smith — 18:51
Section 1. Top 10 Narratives & Investment Themes
0.0 Welcome — 0:00
1.0 What Happened in 2022 — 4:48
1.1 Winter Is Here, It’s Time to Build — 6:21
1.2 Crypto Is (Still) Inevitable — 10:39
1.3 Surviving Winter, Redux — 13:18
1.4 How Low Can We Go? — 16:05
1.5 Bear Market Building — 23:49
1.6 Decoupling of Cryptos: Back to the Basics — 26:36
1.7 VC: There’s (Still) Money in the Banana Stand — 28:14
1.8 The Macro Rebound vs. The Dumpening — 30:55
1.9 Buyouts vs. Bankruptcies — 33:46
The podcast currently has 10 episodes available.