Crypto Thesis for 2023 | Ryan Selkis | Pomp Podcast #447

This is an episode of The Pomp Podcast with host Anthony “Pomp” Pompliano and guest, Ryan Selkis the founder of Messari. An open data library and curation tool that helps researchers, investors, and regulators make sense of the crypto industry.

In this conversation, Ryan and Anthony discuss Bitcoin, Grayscale, Coinbase, FATF, Ethereum, DeFi, crypto exchange unbundling, and the final boss of the Bitcoin ascension.

Pomp writes a daily letter to over 50,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

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TIMESTAMPS:

0:00 – Intro
00:46 – Background
04:39 – 120 Page Crypto Report/Outlook
08:44 – Bitcoin
12:10 – Grayscale ETF
15:31 – Coinbase
18:10 – FATF
21:33 – Ethereum
41:00 – DeFi, Yield Farming
45:50 – Centralization in DeFi
48:34 – US Adoption
51:57 – Winners and Losers
56:10 – Ethereum Price
58:31 – Flippening Believer?
1:00:54 – The Final Boss
1:06:47 – Where To Read Ryan’s Report

Crypto Thesis for 2023 | Ryan Selkis | Pomp Podcast #447

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Kane Dane