We have focused on the investment implications of blockchain-based distributed-ledger technologies since 2014, authoring over 40 articles on the theme.
Our thesis is that the advent of decentralized computing, distributed ledger blockchains, and Web 3.0 will transform the internet, and bring more trust and value monetization to the World Wide Web. A complete transformation of the global financial system is beginning to take shape.
The global crypto ecosystem is driving innovation in next-generation internet technologies that will transform the world economy. The advent of Web 3.0 is ushering in a new multi-dimensional web that is more physical, contextual, distributed, and spatial, as AR/VR, IoT, AI, 5G wireless and “Edge Cloud Networks” converge. We are witnessing the emergence of a new creator-owner business class powered by decentralized online communities, tokens, provable digital scarcity, and network effects.
Since 2014, our 28 blockchain-related recommendations have gained 82.6%, on average (excluding re-recommendations), versus a comparable 53.7% for the S&P 500 index and 39.2% for the MSCI World Index.*
*Performance through the end of trading on July 23, 2021.
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WILTW - May 7, 2026
We have tracked cybersecurity since 2001 (see reports), and quantum science since 2013, arguing that these two technologies will help determine the winners of the 21st century (see reports). In WILTW December 11, 2025, we made the case that quantum c...
moreWILTW - March 30, 2017
Trump administration regulators aim to eliminate barriers for financial companies to invest in distributed ledgers to reduce transaction costs and improve cybersecurity. Trump’s team and some members of Congress want regulators to take a more hands-o...
moreWILTW - March 15, 2018
IoT networks are set to transform nearly every aspect of infrastructure. However, IoT data security is a major concern.
Blockchain’s peer-to-peer management system offers a solution. Transactions and data are verified and tracked by a network of ind...
moreWILTW - May 19, 2016
Since 2001, we have argued that cyberterrorism and cyber hacking are huge risks to the global economy. We have also argued that the disruptive blockchain database is the key innovation of the cryptocurrency bitcoin—providing robust security and ensur...
moreWILTW - September 8, 2016
We have previously made the case that the disruptive blockchain database is the key innovation of the cryptocurrency bitcoin—providing robust security and ensuring privacy by allowing secure, direct, digital transfers without a middleman. A recent Wo...
moreWILTW - May 23, 2024
For over a decade, we have argued that artificial intelligence will spread to every industry, improving human abilities, fostering creativity, and raising productivity (see reports). The rapid developments and adoption of generative AI (GAI) are a st...
moreWILTW - October 13, 2016
We have made the case that the disruptive blockchain database is the key innovation of the cryptocurrency bitcoin—providing robust security and ensuring privacy by allowing secure, direct digital transfers without a middleman. The first round of bloc...
moreWILTW - September 28, 2017
The business model for the world’s trillion-dollar credit card industry has essentially not changed since it emerged in the 1950s. The ultimate middlemen, Visa and MasterCard hold a 70% credit card market share—and generate net margins of about 40%.
...
moreWILTW - March 18, 2021
In WILTWs October 23, 2014 and September 27, 2018, we made the case that the advent of decentralized computing, distributed-ledger blockchains, and Web 3.0 would transform the internet. In WILTWs February 4, 2021 and February 11, 2021, we outlined ho...
moreWILTW - January 25, 2018
This week we attended the annual event in Los Angeles, led by Dr. Peter H. Diamandis, which is comprised primarily of entrepreneurs and tech-company executives. The pace of technological change is accelerating at an unprecedented rate. Multiple expon...
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