Themes to Watch in 2022

Ideas
Written By Cody Garrison

Cody Garrison | 12/31/2021

1. Total Layer 1 market capitalizations (currently ~ $150B) surpass the market cap of Ethereum (currently ~ $450B).

2. Crypto sectors (L1, DeFi, gaming, etc.) decouple from Bitcoin.

3. DeFi gambling and sports gaming emerges and becomes a multi-billion dollar sector.

4. Blockchain interoperability (bridging) becomes functional and emerges in mainstream daily ecosystem usage.

5. Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) all reach new all-time highs, surpassing $80,000 ($1.68T MC), $5,000 ($595B MC) and $300 ($92B MC) respectively.

6. NFTs and their ecosystems continue to boom as mainstream use cases and fractionalization emerges.

7. Bitcoin and the broader crypto markets see a > 50% price correction as hype outpacing the underlying infrastructure once again

Cody Garrison

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