bitcoin

Messari's Crypto Theses for 2023

soggycakes

Here's the Tweet by Messari's Ryan Selkis that kicked off the Twitter thread where he shared the theses:

> IT'S HERE: The Crypto Theses for 2023
> 
> 168 pages from yours truly on the top investment themes, people to watch, and trends in policy, CeFi, BTC, ETH, Stablecoins, DeFi, NFTs, DeSoc, DePIN, DAOs, and more.
> 
> (PLUS the tea on SBF's closed door crypto policy machinations.)
> 
> 👇
> 
> ![Theses cover page](https://pbs.twimg.com/media/FklqlvBXkAAK9eU?format=jpg)

https://twitter.com/twobitidiot/status/1605941285210054656 [[Nitter](https://nitter.at/twobitidiot/status/1605941285210054656)]

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And another Tweet that kicks off the Twitter thread where he provides highlights of the theses (there's 21 Tweets, not 95 ... Ryan's a funny guy):

> 1/ 95 Crypto Theses for 2023
>
> (thread version)

https://twitter.com/twobitidiot/status/1605976573060022274 [[Nitter](https://nitter.at/twobitidiot/status/1605976573060022274)]  