8 Key Takeaways From Wunderman Thompson’s Into the Metaverse 1. As more people spend time online, digital third spaces are becoming the new hangouts, What do Animal Crossing, Sea of Thieves and Fortnite have in common with a coffee shop? Increasingly, they’re all places to meet and socialize Takeaway Increasingly monetization also takes place online as demonstrated by the meteoric rise of NFTs in the last year.

31 Key Takeaways From The Metaverse Primer In late June venture capitalist Matthew Ball wrote an epic 9 part primer on the Metaverse. It’s taken me since then to totally unpack his insights and try to incorporate them into my worldview. Below are my key takeaways. Full notes these takeaways are pulled from. Lightly edited for readability. 1. Metaverse ≠ VR …

Last December, Soona Amhaz, founder of Volt Capital, compiled a great list of predictions by some of the crypto industry’s most prominent personalities about what would go down in 2021. Similar to last month’s review of Messari’s Crypto Theses for the year. We’ll be using the Red, Amber, Green framework…

Dedicated blockchain VC funds have significantly outperformed the market and regular VC funds over the past seven years. Blockchain venture capital amounts to less than 1% of the entire VC market. Down from the 2% achieved during the 2017 Bull Run 3. Blockchain venture capital funds exhibit low correlation with…

I look forward to reading Ryan Selkis ‘s, founder of Messari, Crypto Theses report every year. Now that we are a few months into 2021. I thought I’d take a look back at his predictions to see how they are playing out using the Red, Amber, Green framework. Green —…

Ripple’s Success may not Make XRP the Lucrative Investment Many Expect it to. Ripple explicitly rejects the general rationale for the creation of cryptocurrencies. Facilitating decentralized trustless interactions between people. Instead, seeking to enhance existing financial infrastructure with its permissioned transaction network. As opposed to most other projects which view themselves as revolutionary permissionless technologies that will upend the financial system as we…

23 Takeaways ETH 2.0: The Next Evolution of the Cryptoeconomy Wilson Withiam and Ryan Watkins assembled a comprehensive overview of the path from ETH 1.x to ETH 2.0 in their research report ETH 2.0: The Next Evolution of the Cryptoeconomy. Outlining in detail the phases and development milestones required to make the transition. My takeaways. 1. ETH 2.0 will transform ETH as an asset ETH 2.0 is not just…

22 Lessons Learned Upside Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes As another round of fiscal stimulus makes its way through Congress. Jesse Livermore’s research on Fiscal Policy Regime Change may be more timely now than when it was first published by OSAM back in September. In Upside-Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes. Livermore outlines why the…

An Experiment to Give Users 100 Credits Daily to Buy Free Products From Qualified Partners Each user who signs up for SwiftDemand receives 100 Swifts daily. A temporary referral system is in place giving early users the opportunity to earn additional Swifts by recommending SwiftDemand to others. Once the 5 million user milestone is reached. Additional Swifts will only be created as time elapses. No…