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Oct 16, 20236 min read
Money, Goods and Tokenization
After our deep dive into the tokenization industry mapping last week, a change of pace is in order. Instead of focusing on micro-level...

Oct 9, 20237 min read
Mapping Tokenization Industry
How well do you know of the tokenization industry? While the newsreel of tokenization seems to be in perpetual motion, I have been hard...

Sep 23, 20234 min read
Life After Tokenization
During my recent trip to the Real World Summit in New York, there was much talk about institutional experimentation with tokenization....

Sep 10, 20234 min read
Building Financial Markets on Blockchain
Tokens are the next generation for markets - Larry Fink, BlackRock CEO I agree. But what is the state of the current market? Which...

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...
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