Messari Report Crypto Theses for 2022
                     Messari Report 
Crypto Theses for 
2022
Introduction
A comprehensive 165 page crypto thesis guide written 
and published by the Ryan Selkis, the founder of 
Messari. A delightfully written report focusing on the 
most significant trends of the cryptocurrency and 
blockchain space stemming from Bitcoin, to regulatory 
policy, investment trends to NFTs, Web3.0, DeFi and 
DAOs.
Introduction: mevcapital.com 2
About the Report
It’s a great way to catch up on the latest developments 
and is one of the most easy-to-read reports on crypto 
covering a broad area of the underlying trends, assets, 
blockchains as well as money flows.
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Web3 Vision
Web3 gives us “the chance to upgrade networks into 
crypto asset centered economies, and build systems 
where the incentives of network owners, network 
participants, and third- party developers are fully 
aligned.”
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NFT Infrastructure
The world’s dominant NFT marketplace is raking in cash 
hand-over-fist amidst NFT euphoria, though competition 
is coming. Coinbase has 3 million users on a waiting list 
for its soon-to-be-launched NFT platform. 
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Metaverse & Culture
Just like brands rely on memes like slogans, images, 
brand ambassadors, etc. as intangible assets, crypto 
collectives could leverage NFTs in similar ways, as they 
have a way of wrapping entire sub-cultures in a single 
public PFP and gated discord.
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DeFi on NFT
Price discovery in the NFT market, not only for 
secondary sales, but for virtual asset collateralization. It 
will be one of the most important areas of NFT 
infrastructure development in the years ahead.
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DAO Tools
If 2020 was all about DeFi, and 2021 was all about NFTs, 
2022 will be the year of the DAO.
DAO tooling, which is an existential need right now 
across crypto communities, where voter apathy is 
reaching crisis levels and investments are taking far too 
long to process. 
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DAO Governance
Bullish on governance infrastructure, improvements in 
protocol treasury deployment, and ongoing DAO 
distribution models that pay users, individual 
contributors, other businesses and DAOs alike. It’s 
foundational tooling that will lead to DAOs replacing 
most companies.
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Bridges & 
Interoperability
Blockchain ecosystems remain divided. They’re like 
isolationist nations, with limited transportation systems 
or international trading arrangements. Today there is 
still no scalable, decentralized, widely integrated 
protocol that moves value and data between 
blockchains without relying on trusted third parties. 
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Thank you