98 - 5 Things We Got Right

<p>Breaking down our recent '5 Things We Got Right' article, in this episode we tackle this year in crypto from a high level. We cover the predictions we made, what we planned to look out for, and then we dive into how it all played out.</p> <p>There were some things we got right—and some things that surprised us—but perhaps most of all, we learned a ton.</p> <p>Come reflect with us on all the lessons from 2021 that we can arm ourselves with as we head into 2022. Will it be another bullish year?</p> <p>------<br /> 📣 HASHFLOW | POOL & TRADE OTC<br /> <a href= "https://bankless.cc/Hashflow">https://bankless.cc/Hashflow</a> </p> <p>-----<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/">https://newsletter.banklesshq.com/</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR<br /> <a href= "https://bankless.cc/Matcha">https://bankless.cc/Matcha</a> </p> <p>🔐 LEDGER | SECURE YOUR ASSETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS<br /> <a href= "http://bankless.cc/Alchemix">http://bankless.cc/Alchemix</a> </p> <p>------<br /> Topics Covered</p> <p>0:00 Intro<br /> 4:00 Reflections on 2021<br /> 8:43 Reviewing our Predictions</p> <p>5 Things We Got Right<br /> 17:53 Multi-Trillion Dollar Asset Class<br /> 23:14 ETH Strong Against BTC<br /> 27:20 ETH is Money<br /> 31:40 It’s Raining Airdrops<br /> 33:03 DeFi Usage</p> <p>5 Things that Surprised Us<br /> 34:10 NFTs Exploding<br /> 38:45 Axie Infinity<br /> 41:47 Web3<br /> 45:15 DeFi Lagging<br /> 49:00 Alt-L1 Tokens</p> <p>5 New Mental Models<br /> 55:17 Cryptography<br /> 58:17 Legitimacy<br /> 1:01:56 Ultra Sound Money<br /> 1:05:38 Modular vs Monolithic<br /> 1:09:54 Crypto Renaissance</p> <p>1: