The founder of @Messari - @twobitidiot, published a 165-page 2022 theses which laid down his observations of the crypto and blockchain space.
Here are some crypto themes that he highlighted:
Fan Tokens
#fantoken @Chiliz @mikeshinoda
Play-to-Earn Games
@AxieInfinity @TheSandboxGame @splinterlands #P2E #GameFi
Tokenized Funds
@indexcoop #DeFi #tokenization
Learn-to-Earn
@coinbase @CoinMarketCap #LearnToEarn
Financial Reporting
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