THE MESSARI THESES FOR 2024

Summary from the TLDR Crypto newsletter

Messari CEO Ryan Selkis unveiled his annual crypto market predictions with his 2024 thesis, spotlighting potential trends and key players to watch. Highlights include increased crypto VC activity, the rise of DePIN (storage, compute, wireless) projects, and significant progress for privacy projects. Selkis also lists his top 10 people and projects to watch. He predicts an evolutionary leap in Bitcoin's security model and advocates for increased on-chain privacy to preserve user rights. He also details promising rollup chains' tokens and highlights the ongoing wallet war in crypto.