Discover and read the best of Twitter Threads about #theses2022

Most recents (7)

All Crypto Theses for 2022 I @MessariCrypto

The translation of the big Messari report (9 Chapters) for the RU community ✍🏻 Our team will be grateful for sharing.

👇🏻 Have a good read! 👇🏻
🔥 Сhapter 1-3 #theses2022

✔️ Top 10 Narratives & Investment Themes
✔️ 10 People to Watch
✔️ Top 10 Thoughts on Bitcoin

vc.ru/crypto/336573-…

@MessariCrypto @twobitidiot @masonnystrom @diran_li @___TomasM @guille_aviles @JamesTrautman_ @asiahodl @v_for_vincent @0xBaba23
Read 8 tweets
26/ PRIVACY RIGHTS

While crypto entrepreneurs should set clear guidelines on KYC/AML reporting while preserving privacy, peer-to-peer transaction reporting & disclosure requirements on self-custody assets are unconstitutional overreaches. Get a warrant, or we’ll see you in court
27/ While it is built for decentralization, using crypto for nefarious purposes leaves an excellent paper trail for prosecutors to lock in a conviction. People who build products that aim to serve dark markets almost always get caught & go to jail.

open.harmony.one/stephens-inter…
28/ LAYER 1 PROTOCOLS

ETH sits at ~60% market cap dominance [vs 98% in early 2021] among Layer 1s, & it’s likely that we’ll see >80% of on-chain EVM transaction volume move to L2 chains within the next year. Time is of the essence as other Layer 1s continue to gain market share.
Read 12 tweets
1/ @MessariCrypto’s #theses2022, synthesizing the crypto chaos, encompasses the web3 economy & infrastructure that includes crypto, DeFi, NFTs & bridges!

👇 Here are some passages that show how @harmonyprotocol's vision and strategies align with the market potential & key trends
2/ WEB3 VISION

Web3 encompasses cryptocurrencies, smart contract computing, decentralized hardware infrastructure, NFTs, DeFi, Metaverse & DAOs.

The report envisions Web3 will show growth everywhere, particularly in NFT infrastructure, DAO tooling and inter-protocol bridges.
3/ With DeFi, NFTs & the user-owned economy, Web3 gives us the chance to upgrade networks into crypto asset centered economies & build systems where the incentives of network owners, network participants, and third-party developers are fully aligned.

open.harmony.one/100-daos-cross…
Read 25 tweets
Messari Hero Series #3

Crypto has improved leaps and bounds throughout 2021.

A lot of that credit is due to the community and the anon builders that make up the ecosystem, but along with the release of #theses2022 we want to highlight 15 Crypto Heroes that have led the way.
Messari Hero Series 11/15

@katie_haun

Being a former federal prosecutor, @Coinbase board member, and now General Partner at @a16z’s mammoth crypto fund, Katie Haun is a powerful individual who may be key to a breakthrough to DC in crypto regulation.

opensea.io/assets/0xf526e…
Messari Hero Series 12/15

@KMSmithDC

Kristin runs the @BlockchainAssn and is regarded as the most credible corporate-member effort in DC. Kristin’s team was one of the driving forces amending the crypto broker language this summer.

opensea.io/assets/0xf526e…
Read 7 tweets
Messari Hero Series #2

Crypto has improved leaps and bounds throughout 2021.

A lot of that credit is owed to the community and the anon builders that make up the ecosystem, but along with the release of #theses2022 we want to highlight 15 Crypto Heroes that have led the way.
Messari Hero Series 6/15

@KyleSamani

The man behind @multicoincap - the investment team who bet big on @solana and won. While devs were busy building the ecosystem, Samani was busy spreading the word to anyone who would listen. And boy, did they listen.

opensea.io/assets/0xf526e… Image
Messari Hero Series 7/15

@zhusu

The voice behind Uncommon Core. Zhu has had quite the year, educating thousands through his podcast, Twitter, and more. With his massive following and 3AC team behind him, 2022 could be his biggest year yet.

opensea.io/assets/0xf526e… Image
Read 7 tweets
Messari Hero Series

Crypto has improved leaps and bounds throughout 2021.

A lot of credit is owed to the community and the anon builders that make up the ecosystem, but along with the release of #theses2022 we wanted to highlight 15 Crypto Heroes that have led the way.

🦸🏾‍♂️🦸🏻‍♀️👇
Messari Hero Series 1/15

@twobitidiot

Who else to start with but our Fearless Leader?

2021 has been a massive year for Ryan, nearly tripling the size of Messari while leading the charge of crypto advocacy in DC.

opensea.io/assets/0xf526e…
Messari Hero Series 2/15

@dfinzer

@opensea has been the talk of the town since 2021 began. NFTs have reshaped crypto and in turn, OpenSea has reshaped the way we trade and view art.

opensea.io/assets/0xf526e…
Read 7 tweets
1/ It’s time. It’s here. The long wait is over.

150+ pages. 121 topics. 22 NFTs. (👀)

Messari’s Theses for 2022 has arrived, and here’s why it’s the greatest holiday gift you could receive 👇
2/ What does the #theses2022 report cover?

Everything.

+ Investment themes & core narratives
+ Top 10 movers, shakers, and anons
+ bitcoin and crypto monies
+ regulation
+ infrastructure
+ NFTs and Web3
+ DeFi 2.0
+ ETH, Layers, and Bridges
+ DAOs

and much, much more!
3/ Explore key trends, people, companies, and projects to watch across the crypto landscape, as well as projections for the upcoming year.

Additionally, downloading the Theses will provide you with a discount code for 15% off Messari Pro & Enterprise, good until 2/15/2022!
Read 6 tweets

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