S3T New Years Edition - Jan 1: 2023 Predictions, Crash Watch, Crypto Regroup, Geopolitics, The BTC Many, Margaux, Winter Bees

S3T New Years Edition - Jan 1: 2023 Predictions, Crash Watch, Crypto Regroup, Geopolitics, The BTC Many, Margaux, Winter Bees
HNY202123 - Digital Mixed Media RCP 2022

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šŸ”® 2023 Outlook

Prediction Season is here again!

Happy New Year! Here is your quick roundup of the top macro and innovation predictions for 2023:

In addition, the crypto predictions are out. Top themes:

Flowers on a wall
Photo by Judson Moore / Unsplash

šŸŒŽ Geopolitics and the Outlook for the US

As Europe reels from its difficulties driven in part by what the London-based Economist calls "American economic populism", John Ikenberry continues to maintain that American power is enduring (he's been saying this for a decade).

This Bloomberg piece on reasons for optimism in 2023 outlines a number of factors - including the US chip industry rebuild and the decentralization of manufacturing - that are all quite favorable to the US.

But national unity will continue to be a challenge.

You've probably heard of the historic Christmas Truce. John Blake sees another side of this story, arguing it was a loss of the will to fight, and offers a cautionary tale about national unity as a prerequisite for winning conflicts.

And it appears, unfortunately, that there will be increasing risk of conflicts:


Big Themes

In the sections below I share a few of the larger themes to watch for and be part of in 2023.

Positive developments

In spite of all the global concerns, there are - as Peter Diamandis notes - things to celebrate from 2022 that are going to have positive impacts in 2023 and beyond:

šŸ”„ Equator Economics

As noted in previous editions of S3T, equatorial populations are at risk due to climate change-driven heat and this is likely to drive unprecedented human migration and displacement. It will definitely impact the global workforce and economy.

This photo was taken in a huge department store in Beijing China.
Photo by James Coleman / Unsplash

šŸ“‰ Market Crash Watch?

A consensus has formed among investors that a crash is coming sometime in 2023, perhaps early in the year, often voiced in the phrase "we haven't found the bottom yet."

It's no secret that