CRYPTO THESES 2023 - Messari (메사리 리포트)

■ TOP 10 NARRATIVES & INVESTMENT THEMES

■ TOP 10 TRENDS IN CEFI

■ TOP 10 PEOPLE TO WATCH

■ TOP 10 TRENDS IN CRYPTO POLICY

 

A Note From The Author:

This year has been a true test for crypto. After the euphoria of 2021, we have come back down to earth. The crypto markets have crashed, numerous industry giants have fallen, and global regulatory headwinds are picking up. Still, there is a lot to be excited about. This fall’s Ethereum “Merge” was the tech equivalent of the Moon Landing, and it went off without a hitch. We’ve seen exciting leaps forward in scalability solutions, DeFi, NFTs, DAOs, and other sectors of the crypto economy this year. And macro forces might reemerge as a tailwind for bitcoin in 2023.

I have written this year-end piece for the sixth year in a row because I see light at the end of the tunnel. I hope this report provides a clean mental model for you to refer back to throughout the year ahead. We cover all of the top investment themes, people to watch, policy developments, and technical breakthroughs that we expect will shape crypto in 2023. Onward.

 

※ 영문 리포트 : https://messari.io/pdf/messari-report-crypto-theses-for-2023.pdf (2022년 12월 23일)