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Podcast: Inflection Point
Episode: Crypto in 2023: Predictions Episode | Weekly Round Up
Description: In today’s episode of On The Margin, we bring on Jason and Santi from Empire 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(02:30) Crypto’s 2022 Wrapped(12:18) The Bottom is in for Crypto, not for Equities(19:46) Kings of Spot & NFT Trading Will Lose Market Share(22:50) Stablecoins, DeFi’s Resurgence and Permis...