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Rethinking Stablecoin Monetization
Stablecoin is a killer use case for blockchain. But what is the killer use case for stablecoin?
20 hours ago6 min read

3 Digital Asset Trends Institutional Investors Want to Allocate to
Digital assets are no longer a fringe conversation, they are finally reaching the institutional scale-up phase. Let's unpack top 3 trends:
Mar 254 min read

The Secret Behind BlackRock Tokenized MMF's 8-figure AUM Surge
Last week, BlackRock’s tokenized money market fund (MMF), BUIDL, surged past the $1 billion mark—a defining moment in the onchain...
Mar 186 min read

Is Tether Losing Its Dominance in Stablecoins?
Last week, when I outlined the 3 interest-income revenue models for stablecoins , I had no idea just how much bigger the opportunity...
Mar 115 min read

Stablecoin's 3 Interest-Income Revenue Models Explained
Last week was a defining moment for stablecoins. Top CEOs from major U.S. financial institutions made bold statements about their stance...
Mar 36 min read

Mapping Out US Banks Digital Asset Business Lines
Mapping out the biggest US banks digital asset businesses and benchmarking against comparable revenue data
Feb 187 min read

What Do Tokenized Products Need to Succeed in a Tokenized Future?
As institutional tokenization gained momentum rapidly last week with CFTC inviting crypto CEOs to discuss stablecoins as possible...
Feb 126 min read

Stablecoin: the King of Digital Assets
World's top 20 stablecoin geographic markets unpacked
Jan 157 min read

3 Digital Asset Trends Shaping 2025 and Beyond
What are the top 3 digital asset adoption trends? Here I distill the most important adoption trends from 2024 that you need to know for 2025
Dec 21, 20244 min read

The Silent Threat to The Biggest Tokenization Success
Stablecoin is the biggest tokenization success story but it faces a silent threat that could derail it all...
Dec 13, 20245 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

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

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

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
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