Section 1. Top 10 Narratives & Investment Themes

Key trends, people, companies, and projects to watch across the crypto landscape with predictions for 2023.

Show Notes

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

What is Messari’s Crypto Theses For 2023?

The 2023 edition of crypto’s most popular year-end report, now available in podcast format. Written by Messari CEO and Co-founder Ryan Selkis, this recording explores key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2023. Learn more and view the full 168-page report at http://messari.io/crypto-theses-for-2023

Let’s get “Back to Crypto” in 2023.