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Subli πŸ¦‡πŸ”Š Profile picture
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Jan 3 β€’ 20 tweets β€’ 13 min read
In #Crypto, following the Smart Money means following Narratives

@MessariCrypto releases their #Crypto Market Theses (narratives) for 2023,

So read this Mega-🧡 to see where Smart Money will go this yearπŸ”₯ & benefit from it

Thanks to @twobitidiot for this amazing work !
First of all, if you would like to read the full article, you can download it here: drive.google.com/file/d/1nHkQPn…

Instead of reading 168pages, here is a TL;DR of the most important things to learn πŸ‘‡

But i added my 2cts on top of it !
I will summarize for you in this thread:
- Top 10 narratives & Investment themes
- Top 10 People to Watch
- Top 10 trends in #CEFI
- Top 10 trends in #Crypto policy
....
But Also
- Top 10 trends in #Crypto
- Top 10 trends in #Ethereum & other L1s
- Top 10 trends in #Defi
- Top 10 trends in #NFT
- Top 10 trends in #DAO
- Crypto Tips provided by @twobitidiot, Messari CEO

Let's jump in !
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πŸ”Ÿ @https://twitter.com/Subli_Defi/status/1610249562803048448?s=20
Of course thanks a lot Ryan @twobitidiot, getting factual data plus your own thoughts were infinity valuable for me.

I must admit i don't use that often Messari, but after writting this long thread, i'll definitively use it more & maybe subscribe to the Pro membership!
Nothing in this thread above is Financial Advice, invest in Crypto at your own risk
I'm also tagging some friends who like taking a step back to get an overview on #crypto trends & future:

@rektdiomedes @Route2FI @Dynamo_Patrick @ThorHartvigsen @DeFi_Dad @LadyofCrypto1 @milesdeutscher @DefiIgnas @Darrenlautf @DeFi_Made_Here @adamscochran @thedefiedge
@DefiMochi @JackNiewold @VitalikButerin @NickDrakon @BarryFried1 @ViktorDefi @alpha_pls @blocmatesdotcom @cyrilXBT @defiprincess_ @CryptoHayes @crypto_klay @shivsakhuja @phtevenstrong @austin_bbytes @0xBebis_

Thanks for all of you for educating the #Crypto community!
If you like this thread and would like to support, thanks a lot to retweet the 1st tweet:
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More from @Subli_Defi

Subli πŸ¦‡πŸ”Š Profile picture
Jan 3
10. Top Tips given by @twobitidiot and few of my own choice

A summary of @MessariCrypto CEO FREE tips, don't fade him anon
Why it's important to produce content: Cause you identify gaps between what you think you understood & what you actually did

Same for me, the more i move forward on twitter thread or video on one project, the more i understand it

No shilling here, just sharing knowledge
And by the way, you can check my Notion Page with all my research:
notion.so/Subli_Defi-c57…
Read 7 tweets
Subli πŸ¦‡πŸ”Š Profile picture
Jan 3
9. Top 10 Trends in #DAO & #Web3

Give power to the users isn't that the purpose of Decentralization? Read this summary of @MessariCrypto #crypto theses for 2023

Let's dive in 🀿
I think the best part of @twobitidiot on this intro is this statement:

"We don’t need a 30th DEX AMM variant or another
10,000 image animal PFP collection. We do need tools that will ensure crypto truly cannot be shut
down"
Don't rely on centric organizations, what will work for ever on the blockchain shall be immutable such as @LiquityProtocol is doing with his $ETH backed stablecoin $LUSD.

This is the same thesis @synthetix_io is also following as part of their V3 deployment
Read 14 tweets
Subli πŸ¦‡πŸ”Š Profile picture
Jan 3
8. Top 10 trends in #NFT & Decentralized Social

More than Jpeg or blue birds, both areas are keen to take a disruptive turn in 2023 ! A summary of @MessariCrypto #crypto theses for 2023

Let's jump in 🦘
#NFT market cap is estimated around 7-10b$

@BoredApeYC is the 2nd NFT collection in Market Cap. And like criminal gangs or Rotary Club, belonging to a Family is important: Recognition & Fame
And as a community engagement tool, NFT are really ideal, some examples:
@RedactedBBCNFT from @redactedcartel
@GBlueberryClub from @GMX_IO
Cute little kangourous from @lyrafinance
and soon @synthetix_io also will have its own collection
Read 17 tweets
Subli πŸ¦‡πŸ”Š Profile picture
Jan 2
6. Top 10 Ethereum & L1 trends

While #L222 season is behind us, don't fade mother nature and its cousins !

Copyrights @MessariCrypto #crypto theses 2023!
In 2022 the #ethereum blockain saw a major milestone: #themerge: move from POW to POS

And together with the implementation of EIP 1559 (burn mechanism), $ETH supply shrinked significantly & even went deflationist

Check this website for such data

ultrasound.money
If you are here for the Tech only, you can be amazed by the #ethereum #blockchain roadmap provided by @VitalikButerin

Read 10 tweets
Subli πŸ¦‡πŸ”Š Profile picture
Jan 2
5. TOP 10 Cryptocurrency trends

Stablecoin, meme, cbdc, a summary of @MessariCrypto #crypto theses for 2023
#bitcoin cannot be integrated as a reserve currency or used widely due to its volatility. However, collateralized stablecoins coul play that role and be used as currency

"Bitcoin is big now, and its continued ascendance will be slow, but powerful."
Bitcoin mining : Production cost 15k-20k
Same issue as always, bitcoin mining is not environmental friendly.
Jan-22: 39% of energy was renewables

However we see new actors such as @KlimaDAO that help to purchase carbon assets and thus cancelling carbon foot print
Read 10 tweets
Subli πŸ¦‡πŸ”Š Profile picture
Jan 1
4. Top 10 trends in #Crypto policy

2022 was a DOOM year, so what's up for us for 2023?

A summary of @MessariCrypto #crypto theses Image
#crypto regulation is the next big thing to come and imo could kick off the new bull market as new institutions/funds will come in, regulations should cover:
- centralized echanges
- stablecoin
- user/consumer protection
- privacy Vs auditability
@twobitidiot made a wonderful thread summarizing the above, i can only advise you to throw an eye to it

Read 4 tweets

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