Messari’s Crypto Theses For 2022

Key Trends, people, companies, and projects to watch across the crypto landscape with predictions for 2022

Show Notes

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


What is Messari’s Crypto Theses For 2022?

The 2022 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 2022. Learn more and view the full 165-page report at messari.io/crypto-theses-for-2022/

We’ve got you covered… WAGMI.