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Feb 18, 20248 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 11, 20245 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 4, 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...

Jan 28, 20247 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 21, 20246 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 14, 20245 min read
First comes the ETF. Then comes tokenization.
In the 2010s, BlackRock brought iShares ETFs to the masses and gathered over $3.3 trillion AUM. In 2024, BlackRock brought IBIT ETF to...

Jan 6, 20244 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...

Oct 29, 20235 min read
Tokenization UX Pain Points
Imagine this: I would like to earn 15% a year fixed return generated by lending money out for short term working capital needs where the...

Oct 22, 20235 min read
Crypto Wealth Management
My last article on private credit capital sourcing talked about the growing opportunity in onchain HNWIs and what is required to reach...
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