Ryan Selkis' Crypto Theses for 2022: Brief summary and reflections
Over the holidays I had a chance to sit down and carefully reread Ryan Selkis’ (https://twitter.com/twobitidiot) Crypto Theses for 2022 (https://messari.io/pdf/messari-report-crypto-theses-for-2022.pdf). Regarding Web3, Balaji Srinivasan said of this PDF: “If you understand everything in here, you are up to speed.” While I certainly agree, this 165 page paper is not for the faint of heart. Ryan covers narratives and investment themes, people to watch, thoughts on Bitcoin, American crypto policy, market infrastructure, NFTs, Web3 plumbing, DeFi 2.0, Ethereum layers & bridges, and DAOs. I’ve been reasonably following and investing in this space for 5+ years, and I still had to read many sections multiple times to wrap my head around it. Overall, I’m super impressed with the thoroughness of the document. He wrote this up in Oct/Nov 2021 and many of the predictions/theses have already become reality just a few months later.