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Boring is Better
About half a year ago I published a research report, “The Role of Securitization in Tokenized Asset”, looking at the tokenization market...
Mar 24, 20245 min read

Tokenization: Bullsh*t Filtering
What do you need for any successful and scalable tokenization endeavour? Is it the team? Or is it the market condition? I used to think...
Mar 12, 20245 min read

The F.B.I. strategy of Tokenization
I recently dropped a post called Why Large Financial Institutions or Startups Backed By Them Will Dominate the Tokenization Space. It was...
Mar 5, 20245 min read

Tokenized Tbills: up only to being stalled?
Remember mid last year when everyone in crypto was excited about the steady 5% US Treasury yield you could get through one of the...
Feb 27, 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

What good are digital assets if they are all siloed?
A key promise of tokenization is the improved liquidity profile it offers to assets. Instead of a security listed on a single centralized...
Feb 11, 20245 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

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 28, 20247 min read

Keep It Real (tokenization edition)
Consultant: $7 trillion by 2023, $11 trillion by 2024 and then $15 trillion by 2025. Look at this McKinsey chart below! CEO: That is...
Jan 21, 20246 min read
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