MARKET

Ways to review the 2022 crypto market: Cryptic short videos, Podcasts, Long-form reports

share
Ways to review the 2022 crypto market: Cryptic short videos, Podcasts, Long-form reports

The data analytics firm Nansen has compiled several summaries of information for 2022, including meme videos, podcasts, and lengthy reports.

2022 Year in Review Video

The video begins with a classic chest-thumping scene imitating "The Wolf of Wall Street," a move known as "Always respect the pump," a phrase coined by KOL Ivan on Tech, who once urged viewers to "respect the pump" on a show, so that the market will reward them with wealth.

Due to its bizarre nature, "Always respect the pump" has become a classic meme widely circulated in the crypto community.

The video then goes on to review major events throughout the year:

  • January | BTC 41,000: Wormhole hacked for $320 million

  • February | BTC 44,000: a16z establishes three major funds for the internet, crypto, and metaverse.

  • March | BTC 39,000: Axie Infinity engineer hacked for $616 million due to downloading a fake job application PDF.

  • April | BTC 46,000: Bored Ape project Otherside land sale plan.

  • May | BTC 29,000: Terra collapsed.

  • June | BTC 20,000: Three Arrows Capital, 3AC, collapsed.

  • July | BTC 19,300: BlockFi crisis, Celsius bankruptcy.

  • August | BTC 20,000: FTX initiates rescue mode.

  • September | ETH 1,600: Ethereum successful merge.

  • October | BTC 20,000: Several crypto executives resign:

    Former CEO of Alameda Research, Sam Trabucco

    Former CEO of FTX.US, Brett Harrison

    Founder of Polkadot, Gavin Wood

    Investment Chief of Bridgewater Associates, Ray Dalio

  • November | BTC 15,700: FTX collapses.

Podcast Recap

Unchained Podcast host Laura Shin compiled interviews from the past year and found a common thread among leaders of Terra, 3AC, FTX, and exploiters of DeFi protocols - they all vow never to do evil. Those mentioned include:

  • FTX founder SBF

  • Binance founder Changpeng Zhao CZ

  • Terra founder Do Kwon

  • Tesla founder Elon Musk

  • American socialite Kim Kardashian

  • Three Arrows Capital founder Kyle Davies

  • Celsius CEO Alex Mashinsky

  • Dragonfly partner Haseeb Qureshi

  • Former CEO of Alameda Research, Caroline Ellison

  • DeFi protocol Mango attacker Avraham Eisenberg

Long-Form Reports

I. Messari's "The Crypto Theses for 2023"

The report covers various areas including BTC, ETH, DeFi, NFTs, and stablecoins, spanning 168 pages.

II. Nansen's "Blockchain Analysis: Nansen’s 2022 Annual Report Compilation"

Divided into four parts, Nansen's report focuses on on-chain evidence, on-chain behavior analysis, etc.:

  • Major events: Terra UST, stETH, 3AC, FTX/Alameda.

  • DeFi: Evaluating "blue-chip" DeFi farms, airdrops, discussing future scalability, etc.

  • NFT

  • Using Nansen for blockchain analysis

III. Delphi Digital

The Delphi section reviews various topics in the form of YouTube videos:

IV. a16z's "Big Ideas in Tech for 2023"

This piece includes a16z's optimistic views on various tech domains, including crypto, blockchain, and separately published "Things That Excite Us in Crypto for 2023".

V. The Block's "Digital Asset Outlook Report of 2023"

The Block's report spans 199 pages and includes analysis on mining, metaverse, algorithmic stablecoins, crypto job trends, etc.

Interestingly, Nansen did not mention this report in their tweet thread.

VI. CoinDesk's "Crypto 2023"

CoinDesk's feature "Crypto 2023" covers several articles: