ONE on Messari’s 2023 Theses
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ONE on Messari’s 2023 Theses

In the pioneers’ defense: Bitcoin and Ethereum seem to be on long-term stable ground. DeFi will take major strides forward next year. Privacy tech will be promoted as an integral part of the future of public blockchains (or get de facto banned on dystopian and vague “national security” grounds). Infrastructure investments around code security, decentralized hardware, virtual worlds, custody, protocol governance, and block- chain scalability are all in vogue.

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🛼Productivity Hacks

Layer 1 Valuations

Cosmos $ATM

Polygon $MATIC

Fantom $FTM

Immutable $IMX

Mina $MINA

Near $NEAR

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