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1、1#theses2023CRYPTO THESESK EY TR E N DS,PEO PL E,CO M PANI E S,AN D PROJ ECTS TO WATC H AC RO SS T HE C RYPTO L A NDSCAPE,WIT H PRE DI CT I O NS FO R 202 3.2#theses20230.0WELCOMEHello frens!Its been a year.I was masochistic enough to write another annual report.It is my pleasure and pain to present

2、for the sixth year in a row,the Messari Theses for the year ahead.This report started as a tweet thread on New Years Day in 2018.Along with the rest of the crypto industry,the Theses has exploded in size and complexity ever since.I write it because it highlights the amazing work the Messari team has

3、 done throughout the year,and it helps me update my own mental models for crypto.And I write it for our customers,new and old.Whether you are a crypto novice or a multi-cycle veteran,I hope you can glean some interesting tidbits from this 201-level crypto crash course.As usual,a couple of disclaimer

4、s before diving in:1.This report is free,but nothing herein is investment advice(for all the legal yada yada my lawyers made me include,see the disclaimers section of the Bonus chapter).2.I stand on the shoulders of giants.I borrow liberally from other authors when they write something more insightf

5、ul than I can deliver.I link and cite others frequently,but any accidental plagiarism is unintentional and will be corrected promptly.The price of speed is a looser edit,but I work hard to link to primary sources and get this polished.3.Transparency matters.I have made angel investments in some priv

6、ate projects discussed in this report.Any personal investments in public tokens that are referenced are marked with a star.My core public holdings have been confined to BTC and ETH this year(and lots of USDC).Youll notice a couple of important differences between this report and last years.For start