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.
Selected Articles...
WILTW - June 10, 2021
The rapid roll-out of Ethereum Layer-2 protocols to improve scalability, combined with ETH’s deflationary schedule post EIP-1559, reduced new issuance, the staking of ETH to secure the network post-PoS and the increasing amounts of ETH locked into De...
moreWILTW - April 15, 2021
In WILTW March 4, 2021, we made the case that China is taking the lead in Central Bank Digital Currencies (CBDCs), and in WILTW March 18, 2021, we argued that the global crypto-ecosystem is driving innovation in Web 3.0. China recently reached a new ...
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 - September 27, 2018
So reads the title of a recent article by Gabriel Rene, founder of the VERSES Foundation. In a recent webinar with Dr. Peter H. Diamandis, Rene explored how artificial intelligence is now converging with blockchain, the IoT, and virtual/augmented rea...
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 - 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 - January 7, 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 of value and assets without a middleman—ope...
moreWILTW - November 19, 2015
Over the last year, we have argued that bitcoin’s blockchain ledger is the key innovation of the cryptocurrency and could seed many hugely transformative apps. Blockchain is a disruptive protocol with robust security—ensuring privacy by allowing secu...
moreWILTW - June 11, 2015
Bart and Brad Stephens and Brock Pierce, (Chairman of the Bitcoin Foundation Board and sometimes referred to as the “father of digital currency”), are the founders of Blockchain Capital, LLC, and in the past two years, have reviewed and/or met with o...
moreWILTW - May 21, 2015
In WILTWs October 23, 2014, April 16, 2015 and April 30, 2015, we began to explore the implications of blockchain technology—the key innovation of the cryptocurrency bitcoin. Blockchain is a disruptive protocol that has robust security and ensures pr...
moreWILTW - April 30, 2015
Well over a decade ago, Peruvian economist Hernando de Soto (see WILTW March 4, 2002) recognized that property rights are what differentiate first world and third world economies. As De Soto argues: “No nation can have a strong market economy without...
more