Crypto Theses for 2022 by Messari

Messari just published their Crypto Theses for 2022, which outlines key trends, people, companies, and projects to watch across the crypto landscape, with predictions for 2022.

Lots of interesting stuff in there to read. These are the key chapters:

• Top 10 Narratives & Investment Themes
• 10 People to watch
• Top 10 thoughts on Bitcoin
• American Crypto Policy
• Market Infrastructure
• NFTs & Web 3 Plumbing
• DeFi 2.0
• ETH, Layers, and Bridges
• The DAO of DAOs

It is a long paper with 165 pages. It is definitely worth checking out. Their Top 10 Narratives & Investment Themes provide insights on the following:

1. The Collapse in Institutional Trust
2. Crypto/Web3 is Inevitable
3. Bridges and Nifties and DAOs
4. Decoupling of Cryptos
5. Permanent (Venture) Capital: In, Up and Down, Never Out 12
6. How High Can We Fly
7. Surviving Winter
8. Public Options: Coinbase Opens the Floodgates
9. Copy-Trading: WAGMI
10. Copy-Trading: We Like the Coins

Link to the full report here.

Remember to have a critical mind when reading such reports!

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