Podcast: 2022 Crypto Theses with Ryan Selkis

Ryan Selkis and Mike Ippolito take a big seat to talk big predictions for crypto come 2022, including NFTs, Web 3, DAOs, and more.

December 8, 2021 09:40 am

On this episode of Blockworks’ podcast On the Margin, Michael Ippolito, co-founder, is joined by Ryan Selkis, co-founder and CEO at Messari.

Having released the 150+ page Crypto Theses for 2022 report, we invited Ryan to the show to discuss the most important trends to look out for in the industry. Mike and Ryan discuss the layer-1 wars, venture capital investment in crypto, NFTs 100x potential, regulation for crypto and decentralized autonomous organizations (DAOs), Ryan’s market outlook for 2022 and so much more.

They also covered:

The structure of a DAO
Web3
and so much more

Watch the full episode down below! 👇

On the Margin is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.

Subscribe to On the Margin today on Apple or Spotify, or watch episodes on YouTube.

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Why Solana Mobile Should 100x Their Phone Production

Solana Mobile is a highly ambitious foray into the mobile consumer hardware market, seeking to open up a crypto-native distribution channel for mobile-first applications. The market for Solana Mobile devices has demonstrated a phenomenon whereby external market actors (e.g. Solana-native projects) continuously underwrite subsidies to Mobile consumers. The value of these subsidies, coming in the form of airdrops, trial programs, and exclusive NFT mints, have consistently covered the cost of the phone and generated positive returns for consumers. Given this trend in subsidies, the unit economics in the market for Mobile devices, and the initial growth rate and trajectory of sales, it should be expected that Solana mobile can clear 1M to 10M units over the coming years. As more devices circulate amongst users, Solana Mobile presents a promising venue for the emergence of killer-applications uniquely enabled by this mobile-first, crypto-native distribution channel.

by Luke Leasure