Ryan Selkis is the Founder and CEO the crypto data analytics platform Messari. Last time Ryan was on the podcast, we debated Ether’s properties as a money and the triple point asset thesis. We revisit many of these topics and explore what has changed in the landscape over the past year.
However, we also discuss a perhaps more pressing issue: the state of regulation for the industry. Ryan is poised to take a strong leadership role in the political side of crypto, and he’s developing offensive strategies for the crypto vs. nation-state conflict. Listen in to learn why he’s now a single-issue voter.
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Topics Covered:
0:00 Intro
4:00 Ryan Selkis of Messari
6:44 Ryan’s Broad Approach
12:41 Why Do They Hate Us?
18:13 “Protecting Us”
27:30 Single Issue Voters
35:49 It’s a Team Sport
45:00 Aligning with Regulators
54:00 Institutional Reactions
57:23 What the Markets Say
1:01:01 Ether as an Asset
1:08:40 The Flippening
1:10:44 Ethereum’s Narrative
1:13:53 Market Cap vs Money
1:17:37 Institutional Demand
1:19:55 Hot Sectors for Analysis
1:23:24 The Network State
1:26:41 Closing & Disclaimers
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Resources:
Ryan on Twitter:
https://twitter.com/twobitidiot?s=20
Ryan’s Tweet Thread:
https://twitter.com/twobitidiot/status/1426020410370449410?s=20
Mainnet Event:
https://mainnet.events/
Messari:
https://messari.io/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures