On today's episode of On the Margin, we are joined by one of Blockworks' very own research analysts Matt Fiebach for a deep dive on their most recent report "2022 Year End Review: Network Coverage, Layer 1s & 2s".
Matt walks us through the top stories of the year from the Ethereum merge, to the Layer 1 wars, and the various narratives the year saw in crypto markets. We then deep dive into the contagion crypto experienced with 3AC, FTX and other CeFi lenders throughout 2022. Finally, Matt looks ahead to 2023, sharing with us his big calls for what lies ahead for crypto markets in the year to come, but to hear that, you'll have to tune in!
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Referenced In The Show:
2022 Year End Review: Network Coverage, Layer 1s & 2s: https://www.blockworksresearch.com/research/2022-in-review-network-coverage-layer-1s-and-2s
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Timestamps:
(00:00) Introduction
(00:55) The Ethereum Merge
(06:05) Narratives In Crypto
(08:21) Layer 1s & 2s In 2022
(12:35) The Investment Case For Layer 2s
(19:01) The Cosmos Ecosystem
(27:43) Alternative L1s: Solana, Avalanche & Aptos
(42:35) Network Infrastructure: Oracles & Bridges
(46:28) Matt's 2023 Outlook For Crypto
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
