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Token-lytics: How do we evaluate Blockchains?
Understanding the financial state or activities of a publicly traded company is reasonably straightforward. Using financial statements, tax returns and earnings calls/press releases, which are publicly available on a regular but limited basis, we can understand how a company has performed compared to past quarters/years, understand strategy and avenues for future growth. Public disclosures provided…
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Deep Dive: Ondo Finance
For the first time in the 15+ years of blockchain history, institutional adoption of decentralized finance (DeFi) appears to be on the brink of mass adoption. Who could have imagined that TradFi stalwarts like BlackRock (BUIDL) and Franklin Templeton (FOBXX) would have highly liquid investment funds using public blockchains? Simultaneously, blockchain-native companies are spearheading a…
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Real World Assets: the Future is Onchain
Tokenization is one of the biggest buzz words around, right after “Bitcoin halving” and “DePin”. As highlighted in my last post, the blockchain movement is in the midst of a much needed metamorphosis to enable widespread adoption. While scaling is being sorted (i.e. the “how” part of the equation), the “why” element is equally, if…
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Blockchains have a scaling problem
In my last post, we dove into blockchains and explored opportunities to leverage them in ways which can fundamentally disrupt our lives. From transacting payments over intermediary-less networks, to cutting the middleman from content creation through NFTs, blockchains can bring transparency, accountability and security to traditionally “black box” industries. Blockchains have the potential to reset…
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Blockchains: Bigger than sliced bread. Period.
Crypto. Web3. Blockchains. While it’s known by many names, I prefer to call it the latter, as a reference to the underlying technology. Regardless of how one refers to it, it’s a game changer. As characterized by Chris Dixon in his industry-defining book “Read Write Own,” “blockchains are a new class of computer…(t)hey store information…