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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.
Sep 16, 20244 min read

Onchain Finance GTM Series: What do tokenized US Treasuries adoption stats tell us about the sector?
It’s been 4 months since I published research on why tokenized US Treasuries took off and how BlackRock was future-proofing its asset...
Aug 19, 20244 min read

Onchain Finance GTM Series: How to think about GTM for tokenized cash products?
When I wrote “ What are the different flavors of tokenized cash and which do you prefer? ” two weeks ago, I didn’t know it would become...
Aug 13, 20245 min read

2024 Tokenization Fundraising Data Review
Happy August. I hope many of my readers are receiving this week’s newsletter from somewhere paved with warm white sand and dotted with...
Aug 6, 20243 min read

What are the different flavors of tokenized cash and which do you prefer?
Lately I have been inundated with client requests for various industry-level reports on the tokenization space. One piece of data that...
Jul 29, 20245 min read

Financial Services Tokenized Series: How will tokenized MMFs scale to trillions AUM? pt.3
A few weeks ago I started the series “How will tokenized MMF scale to trillions AUM?” We looked at three traditional finance use cases...
Jul 22, 20246 min read

What are the next scale-up use cases for digital assets?
I recently wrote a post about the 3 proven product market fit areas when it comes to digital asset adoption. One of them is...
Jul 8, 20244 min read

Financial Services Tokenized Series: How will tokenized MMFs scale to trillions AUM? pt.2
How big are the US corporate cash management & global derivatives collateral opportunities for tokenized MMF?
Jun 17, 20245 min read

Financial Services Tokenized Series: How will tokenized MMF scale to trillions AUM? pt.1
How will tokenized MMFs change the financial system one market at a time.
Jun 10, 20247 min read

Financial Services Tokenized Series: JPMorgan's Digital Asset Strategy
Want to understand JPMorgan's Onyx? Here are its main products and GTM strategies.
Jun 3, 20246 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...
May 28, 20245 min read

How quickly will tokenized TBills eat into tokenized cash market? Pt.2
What synthetic dollar? It is a tokenized hedge fund strategy running basis trade
May 20, 20246 min read

Onchain Finance GTM Series: How quickly will tokenized TBills eat into tokenized cash's market?
The biggest tokenization narrative of 2023-24 so far can be summarized in the following 3 stories about stablecoins and yieldcoins...
May 14, 20246 min read

Onchain Finance GTM Series: What does $9.4 trillion annual traction signal about the opportunities within tokenized cash?
This what 110x looks like for an tokenized asset that has achieved wide adoption...
Apr 29, 20246 min read

How did Tokenized TBills grow AUM by 42% in 2 months?
Has the tokenized TBill market reached an inflection point given its +43% AUM growth in past 2 months?
Apr 22, 20246 min read

Onchain Finance GTM Series: How is BlackRock future-proofing its fund management business?
BlackRock’s USD Institutional Liqudity Digital Fund or BUIDL has been the talk of the financial press recently. As the first fund...
Apr 14, 20245 min read

Onchain Finance GTM Series: What is the market size for yield-bearing stablecoins or tokenized cash equivalents?
A few weeks back I wrote a post highlighting the 3 major difficulties facing many tokenization projects today. In that post I talked...
Apr 8, 20245 min read

Onchain Finance GTM Series: Is there enough onchain capital for tokenized assets?
Within the tokenization space, there exists a school of thought that any market can be recreated onchain but with better liquidity and...
Mar 31, 20245 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...
Feb 18, 20248 min read

When Digital Gets Physical
While most people think of Bitcoin and its price when hearing the words digital assets or crypto, at Crypto Adoption Curve, I have always...
Feb 4, 20245 min read
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