Does tokenization really help securities issuers and investors lower cost?
Tokenization saves cost. Does tokenization really save cost? Under what conditions does tokenization make sense? Most readers are likely...
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Sep 164 min read
Onchain Finance GTM Series: What are the top countries with the highest on-chain transaction value in 2023?
Is your business ready to ride the wave of onchain capital? Read this to ensure you are well prepared and positioned for success.
May 285 min read
Are central banks warming up to tokenized money market fund?
As the tokenized yield-bearing cash solution space’s No.1 player Ondo Finance’s AUM surged past $464 million this week, the thought of a...
Feb 188 min read
$40 billion. Too cheap or expensive?
2023 Oct total crypto market cap: $1 trillion, BTC $26k, 2024 Feb total crypto market cap: $2 trillion, BTC $52k, 11 BTC ETFs Lately I...
Jan 287 min read
Is the Future Modular? (with trillions on the line)
Celestia, EigenDA, and Altlayer. Have you heard of these names before? If you have not, you are probably missing out on one of the...
Jan 64 min read
2024: A Cambrian Explosion
Happy New Year everyone! I hope everyone had enjoyed some quality time off. I know I have been away for a while. I have been busy with...
Sep 2, 20234 min read
Crypto projects have earnings but are they created equal?
Would you prefer receiving 7% fixed for a year or 0.5% variable that could spike up to 50% for a few days but you wouldn't know when that...
Aug 19, 20234 min read
Who are the F.A.A.N.G companies of crypto? Part 2 - $100 Billion
Last week we went through MakerDAO’s revenue and expense numbers. At 18.3 P/E, it is currently valued at a lower P/E multiple than every...
Aug 15, 20235 min read
Who are the F.A.A.N.G companies of crypto? Part 1 - the biggest
Part 1: $56 billions Who are the Facebook, Apple, Amazon, Netflix and Google of crypto? Crypto is (in)famous for its rollercoaster image...
Aug 5, 20234 min read
Will onchain organisation be the 8th wonder of the world? Hint: follow the money.
“The most critical catalyst behind our global civilization’s current per capita wealth (particularly compared to our predecessors even...
Jul 28, 20235 min read
What does crypto actually do?
Last week I was attending a startup pitch event in London. By chance I ran into a Web2 SaaS VC investor who was curious yet skeptical...
Jun 12, 20234 min read
Onchain private credit capital sourcing challenges & opportunities
Ever since the heydays of 2021 crypto bull market, the origination volume of onchain private credit space has seen very little growth,...
May 18, 20239 min read
Crypto Onchain Returns vs Real World Asset Yields Comparison
An interesting trend I am observing recently has been the increased focus of crypto projects looking at capital allocation to real world...
May 5, 20236 min read
Onchain Accounting for Crypto Startups: the middleware necessity that will unlock onchain crypto SME
One of the most illuminating questions I got after publishing my recent article on the importance of cash/treasury management for crypto...
Apr 28, 20236 min read
How can crypto projects extend their runways using crypto?
The No.1 Reason for Crypto Startup Failures In my 6 years time sourcing, interviewing and working with crypto startups, I have seen...
Apr 24, 20235 min read
Successful Ethereum Shapella Upgrade - $36bil unlocked. Bullish or Bearish?
Ethereum's successful Shapella upgrade last week has ushered in the first crypto native risk-free rate to the world - the Ethereum...
Apr 8, 20236 min read
Complete Guide to Ethereum Shapella Upgrade and Beyond
On 12th April 2023, 15% of Ethereum’s market supply, worth roughly $33bil, that was locked up as a part of Ethereum’s transition from...
Mar 16, 20237 min read
How does crypto grow to 100 million sticky users? Let's talk about stick relationships.
While crypto prices have shown remarkable resilience in the face of a 4.5% Fed’s Funds Rate, a US regulatory clampdown and a mini US...
Mar 10, 20235 min read
Who is thriving in this crypto winter?
Who is the Google of Blockchain? Transparency is a key feature of blockchains and whenever you want to assess any transaction data on...
Mar 6, 20233 min read
What are the data-validated adoption trends and use cases of crypto in 2023?
What are the usage metrics of crypto in 2023? Find out...
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