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2023 Highlights: Spotting Market Trends Before They Became Headlines
“For general-purpose monoliths, we still consider Solana the biggest contender in this category despite all the hits it took after the FTX implosion.”
Dec 14, 2022 - The Year Ahead For Infrastructure
✨ SOL price on Dec 14, 2022: $13.83
“The reversal in global liquidity is one of — if not the most — important catalysts for a renewed bull market.”
"Longer-duration risk assets (crypto, stocks) will lead the way when the market realizes this liquidity trend reversal has legs"
Dec 21, 2022 - The Year Ahead For Markets
✨ Global liquidity wound up bottoming in Q4 2022 & its subsequent rebound helped fuel the crypto market's outperformance this year.
"We'll look back at 2022 as the year the foundation was laid for NFT Finance to take off."
"We will see the landscape for NFT marketplaces change significantly… a great unbundling is about to happen."
Dec 5, 2022 - The Year Ahead for NFTs
✨ NFT lending exploded from <$10M in loan originations per week to averaging >$100M. Blur overtook OpenSea as the largest NFT marketplace by volume.
