Messari’s Crypto Theses For 2023

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

Show Notes

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

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.