In our Year Ahead report, we mentioned access control/wallets as a major theme. This report will expand on the topic and look at the full picture from the perspective of wallet strategies, roadmaps, revenue potential, smart contract wallets, account abstraction, MPC wallets, and more.

Join this week's call with our research analysts to discuss crypto developer data, the echo bubble thesis, X2Y2's NFT lending growth, liquid staking derivatives, and more.

Join us as we discuss the most important themes, narratives, and projects to look for in 2023.

We titled this year’s report The Great Reset because we believe that’s what 2022 represented for crypto – a great reset in prices, expectations, and speculative interest all across the industry. Every major tailwind that propelled the crypto market higher in Q2 2020-Q4 2021 turned against it, resulting in one of the sharpest and quickest price drawdowns we’ve seen to date. Bull markets are where most investors make their money, and bear markets are where you fight to preserve those gains. But long drawdowns have a silver lining in that they encourage deeper reflection, giving all of us a chance to re-evaluate what really matters and where we really want to spend our time.

Join us as we discuss the recent CPI print, concentration of volume in DEXs and NFTs, daily active users of prominent dApps, the veToken model, and more.