At the last and early days of every year the big financial companies are publishing a report some telling us what happened at the previous year and what is the key things to watch along with some expactation for the year to come. I posted some days before about the report published by blackRock and arcane now i will post about Messari's report.
Who is Messari
Founded by Ryan Selkis in 2018, Messari provides crypto market intelligence products that help professionals navigate crypto/Web3.They aim to bring transparency to crypto by helping everyone involved to make sense of this revolutionary new asset class, and are building data tools that will drive informed decision making and investment. Their role is to search and for that reason their report has a lot of weight.
The report
The report is about the things that will play an important role in 2023 , they had also create a top 10 in every category.
The categories are
- Top 10 narratives and investment themes
- Top 10 trends in CEFI
- Top 10 people to watch
- Top 10 trends in crypto policy
- Top 10 cryptocurrency trends
- Top 10 trends in NFTs and DRESOCS
- Top 10 Ethereum and L1 trends
- Top 10 trends in DAOs and WEB3
- Top 10 trends in DEFIs
So for anyone who just want to read a top 10 and not dive in and read the whole report continue reading but i recommend to read all of it its just 168 pages long but that will probably make the difference.
https://messari.io/crypto-theses-for-2023
1) Top 10 narratives and investment themes
Winter is Here: It’s Time to Build
Crypto is (Still) Inevitable
Surviving Winter, Redux
How Low Can We Go
Bear Market Building
Decoupling of Cryptos: Back to the Basics
VC: There’s (Still) Money in the Banana Stand
The Macro Rebound vs. The Dumpening
Buyouts vs. Bankruptcies
Copy-Paste Investing (Disclosures)
2) Top 10 trends in CEFI
The Exchanges
The Institutions
Anatomy of a Crypto Credit Crisis
DCG & Genesis Contagion Risk
Grayscale: Reflexivity up. Reflexivity down
Custody, Security, Stability
Cloud Infrastructure and Developer Tools
On-Chain Forensics
Tax & Compliance
Research & Data Upgrades
3) Top 10 people to watch
Changpeng Zhao & Brian Armstrong
Rep. Patrick McHenry
Sheila Warren
Citizen Journalists From Molly White to Autism Capital
Anatoly Yakovenko
Barry Silbert & The Winklevii
Stani Kulechov
Alexey Pertsev & Tornado Cash Devs
DAO Members
IRS Agent smith
4) Top 10 trends in crypto policy
How a Bill Almost Became a Law
How a Bill Becomes a Law
The SEC vs. CFTC Proxy War
MiCA Pros & Cons
Everybody Hates Gary
Ooki vs. CFTC (DAO Governance)
Tornado Cash vs. OFAC (Personal Wallets)
Protecting Crypto Banking
State vs. Federal (Stablecoins)
The Ground Game
5) Top 10 cryptocurrency trends
Bitcoin is “Outside Money”
Global Regulatory Challenges
Bitcoin Mining
Bitcoin Yield
Memes & Ripples
Privacy Coins & Private Transactions
Stablecoins Should Be Our Leading Export
The Stablecoin Trinity
Algo-Stables: Crypto’s WMDs
CBDCs & Dystopia
6) Top 10 trends in NFTs and DRESOCS
IN NFTs & DESOC
Intro
“Blue Chip” Pixelated Art
Generative Art
The Institutions Are Here...
GameFi
The Cryptoverse
Decentralized Social (DeSo)
ENS & Identity
Creator Royalties vs. Monopolist Taxes
OpenSea’s Down Bad Yarrrr
OpenAI & ChatGPT
7) Top 10 Ethereum and L1 trends
The New Ethereum Roadmap
Merge Economics
MEV & Censorship
What Vitalik’s Excited About
Exploding Bridges
Rollups and Modularity
Too Close to the Solana
Cosmos & Appchains
Other L1s
Other, Other L1s
8) Top 10 trends in DAOs and WEB3
Wallets & Browsers
DePIN
Data Integrity
Actually Useful DAOs
DAO Management
The DAO Legal Liabilities are SpOoki
DAO “Corporate Actions”
DAO Treasury Management
Crypto Talent Marketplaces
Media DAOs
9) Top 10 trends in DEFIs
Uniswap, the Final DeFi Unicorn
Real-World Collateralized DeFi
Undercollateralized DeFi Lending
Superfluid Collateral & Synthetic Stakes
The Perp Walk: dYdX as an Appchain
On-Chain Asset Managers
New Novel Markets: Two Truths & A Lie
DeFi Censorship
Bullish Unlocks → Down Bad