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.

There were some things we got right—and some things that surprised us—but perhaps most of all, we learned a ton.

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?

------
📣 HASHFLOW | POOL & TRADE OTC
https://bankless.cc/Hashflow

-----
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------
BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix

------
Topics Covered

0:00 Intro
4:00 Reflections on 2021
8:43 Reviewing our Predictions

5 Things We Got Right
17:53 Multi-Trillion Dollar Asset Class
23:14 ETH Strong Against BTC
27:20 ETH is Money
31:40 It’s Raining Airdrops
33:03 DeFi Usage

5 Things that Surprised Us
34:10 NFTs Exploding
38:45 Axie Infinity
41:47 Web3
45:15 DeFi Lagging
49:00 Alt-L1 Tokens

5 New Mental Models
55:17 Cryptography
58:17 Legitimacy
1:01:56 Ultra Sound Money
1:05:38 Modular vs Monolithic
1:09:54 Crypto Renaissance

1:14:50 5 Bets for 2022
1:17:31 Bullish Blockspace
1:21:34 Next Gen DeFi
1:24:33 DAOs
1:27:00 Crypto Gaming
1:29:16 Decentralized Identity

1:33:30 Is 2022 A Bullish Year?

1:39:18 Closing & Disclaimers

-----
Resources:

5 Things We Got Right
https://newsletter.banklesshq.com/p/5-things-we-got-right
Ultra Sound Money
https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake
Ultimate Guide to Airdrops
https://newsletter.banklesshq.com/p/the-ultimate-guide-to-airdrops
The Crypto Renaissance
https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal
Ultra Scalable Ethereum
https://newsletter.banklesshq.com/p/ultra-scalable-ethereum
5 Mental Models for Web3
https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris

-----
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

98 - 5 Things We Got Right

Bankless