ep. 158

/

Crypto in 2023: Predictions Episode

In today’s episode of Empire, we bring on Mike and Mark from On The Margin to discuss our 2023 crypto thesis. We debate predictions on the Wallet Wars, ETH vs Bitcoin, the rise of insurance, app-specific vertical integration, the adoption of CBDCs, Coinbase vs DEXs, MEV as a business model and more!


- -


Timestamps:


(00:00) Introduction

(02:14) Crypto’s 2022 Wrapped

(11:52) The Bottom is in for Crypto, not for Equities

(19:35) Kings of Spot & NFT Trading Will Lose Market Share

(22:44) Stablecoins, DeFi’s Resurgence and Permissioned Protocols

(28:02) Regulators are Coming, and the CBDC debate

(33:23) MEV will be the Business Model for DeFi & Exchanges

(42:05) No Industry Takes Off Without Insurance

(48:48) A Market Bottom & the Value of Memes

(52:36) ETH vs Bitcoin (spicy)

(1:03:34) Miner Capitulation, Wallet Wars & Gaming

(1:11:31) Vertical Integration, Privacy and Payments

(1:17:51) The Rise of Professional Guilds



- -


Follow Mark: https://twitter.com/MarkYusko


Follow Mike: https://twitter.com/MikeIppolito_


Follow Santi: https://twitter.com/santiagoroel


Follow Jason: https://twitter.com/JasonYanowitz




Empire links


Subscribe on YouTube: https://tinyurl.com/4fdhhb2j


Subscribe on Apple: https://tinyurl.com/mv4frfv7


Subscribe on Spotify: https://tinyurl.com/wbaypprw


Follow Empire: https://twitter.com/theempirepod




On The Margin links


Subscribe on YouTube: https://bit.ly/3YGtdml


Subscribe on Apple: https://bit.ly/3BUZXhK


Subscribe on Spotify: https://bit.ly/3hHY1m4


Follow OTM: https://twitter.com/OnTheMarginPod




Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/


- -


Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Other Podcasts from our Network