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.)
Here's the Tweet by Messari's Ryan Selkis that kicked off the Twitter thread where he shared the theses:
https://twitter.com/twobitidiot/status/1605941285210054656 [Nitter]
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):
https://twitter.com/twobitidiot/status/1605976573060022274 [Nitter]