2022: The Good, The Bad and The Ugly. Plus: 2023 Outlook and More!

January 0001

On this episode of DeFi Decoded, Alex and Andew sit down with Tom Dunleavy, Senior Research Analyst at Messari. 2022 was crypto’s annus horribilis so they start with post-mortem for a challenging year. There were some huge setbacks, notably the collapse of FTX and other centralized exchanges and lending platforms, but also several major breakthroughs, such as the Ethereum Merge. Next, they discuss the outlook for 2023 and talk about core themes for investors, users, and builders in 2023, including the rise of app-chains, Web3 gaming, enterprise adoption, distributed physical infrastructure (DE-PIN), the future of layer 2’s and competing layer 1’s, and preview Messari’s Crypto Theses report, which will be released before year-end.

The opinions, estimates and projections contained within this recording are solely those of Ninepoint Partners and are subject to change without notice. Ninepoint makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Ninepoint assumes no responsibility for any losses or damages,  whether direct or indirect, which arise out of the use of this information. These views are not to be considered investment advice nor should they be considered a recommendation to buy or sell. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Important information about the Ninepoint Partners Funds, including investment objectives and strategies, purchase options, and applicable management fees, and other charges and expenses, is contained in their respective prospectus, or offering memorandum. Please read these documents carefully before investing. We strongly recommend that you consult your investment advisor for a comprehensive review of your personal financial situation before undertaking any investment strategy. For more information visit ninepoint.com/legal. This report may not be reproduced, distributed, or published without the written consent of Ninepoint Partners LP.

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Part of Ninepoint Digital Partner’s DeFi Decoded Podcast Series. Available at Google, Apple, and Spotify Podcasts.

 

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