[Featured Research]2023 Digital Asset Industry Outlook

MirrorPublicado a 2023-01-04Actualizado a 2023-01-04

Resumen

Experts provide their insights and outlook for the new year.

Rayne Steinberg

Chief Executive Officer, Co-founder

Prediction 1:
The crypto industry will see an uptick in businesses focused on the core tenets of blockchain: decentralization, transparency, and auditability.

Prediction 2:

Digital asset adoption will accelerate in areas with underdeveloped financial markets.

Prediction 3:

Utility with tangible value propositions will drive long-lasting adoption of digital assets.

Jeff Dorman, CFA

Chief Investment Officer, Co-founder

Prediction 1:

Digital assets as an asset class will continue to decouple from traditional markets and remain uncorrelated for the foreseeable future.

Prediction 2:

Blockchain growth will be driven by the onboarding of Web2 and TradFi corporates.

Prediction 3:

TradFi will start to lose market share to DeFi.

Sumana Maitra

Chief Marketing Officer

Prediction 1:

Universities with top business schools will offer the option for a concentration in blockchain technology.

Prediction 2:

Universities with top business schools will offer the option for a concentration in blockchain technology.

Prediction 3:

Governments worldwide will continue to encourage mainstream blockchain adoption by funding and promoting education.

David Nage

Portfolio Manager

Prediction 1:

Web2 companies will continue to utilize NFTs to strengthen customer relationships.

Prediction 2:

An increased focus on transparency, immutability, and analysis will help DeFi gain market share.

Prediction 3:

The gaming industry will continue implementing Web3 tooling, providing players with enhanced ownership of in-game assets.

Annelise Osborne

Head of Institutional, Arca Labs
Prediction 1:

TradFi companies will focus on tokenizing traditional assets, especially in private markets.

Prediction 2:

TradFi internal working groups will evolve into product and development teams that partner with digital asset startups to build blockchain-based products.

Prediction 3:

A universally accepted institutional stablecoin will be developed and launched.

Peter Hans

Chief Strategy Officer

Prediction 1:

There will be a more overt distinction between investing in blockchain technology infrastructure, Web3, and cryptocurrencies.

Prediction 2:

While the market size shrinks during the “crypto winter,” we will continue to see traditional financial services companies announce plans to enter the blockchain ecosystem.

Prediction 3:

We will see increased regulatory clarity in the U.S., ultimately paving the way for increased corporate issuance, blockchain adoption, and capital allocation.

Lecturas Relacionadas

¿El repunte de las criptomonedas alternativas (altcoins) significa que ha vuelto el mercado alcista?

En los últimos días, mientras Bitcoin se mantiene estable, algunas altcoins de baja capitalización (menos de $20 millones) han experimentado subidas explosivas de hasta 10x en pocos días. Esto no se debe a un regreso de la tendencia alcista general ("altseason"), sino a una vulnerabilidad estructural creada por la caída del 40% en la capitalización total del mercado de altcoins desde diciembre de 2024. La drástica reducción de la capitalización ha facilitado que actores con capital limitado acumulen grandes porciones de la oferta circulante de ciertos tokens, permitiéndoles manipular el precio. Casos como el de SIREN, donde una entidad controlaba hasta el 88% de la oferta, lo demuestran. Los vendedores en corto (shorters) se convierten en combustible para estas subidas, ya que las tasas de financiación negativas extremas (hasta -0.4579% cada 8 horas) y las liquidaciones automáticas crean un ciclo de compra que impulsa el precio aún más. Los datos indican que esta actividad es impulsada por capital existente, no por nuevo dinero entrante. El índice "Altseason" se sitúa en 34/100 y la dominancia de Bitcoin en el 58.5%, lo que dista mucho del verdadero "altseason" de 2021. Los flujos de los ETF institucionales hacia altcoins like Solana o XRP son débiles o negativos, confirmando que el capital institucional sigue anclado principalmente en Bitcoin. En resumen, estas subidas explosivas son un eco de la manipulación en mercados frágiles y con poca liquidez, no una señal de que un mercado alcista generalizado haya regresado.

marsbitHace 16 min(s)

¿El repunte de las criptomonedas alternativas (altcoins) significa que ha vuelto el mercado alcista?

marsbitHace 16 min(s)

Trading

Spot
Futuros
活动图片