[Featured Research]2023 Digital Asset Industry Outlook

Mirror發佈於 2023-01-04更新於 2023-01-04

文章摘要

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.

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