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Onchain Finance GTM Series: What does $9.4 trillion annual traction signal about the opportunities within tokenized cash?
This what 110x looks like for an tokenized asset that has achieved wide adoption...
Apr 29, 20246 min read


How did Tokenized TBills grow AUM by 42% in 2 months?
Has the tokenized TBill market reached an inflection point given its +43% AUM growth in past 2 months?
Apr 22, 20246 min read


Onchain Finance GTM Series: How is BlackRock future-proofing its fund management business?
BlackRock’s USD Institutional Liqudity Digital Fund or BUIDL has been the talk of the financial press recently. As the first fund...
Apr 14, 20245 min read


Onchain Finance GTM Series: What is the market size for yield-bearing stablecoins or tokenized cash equivalents?
A few weeks back I wrote a post highlighting the 3 major difficulties facing many tokenization projects today. In that post I talked...
Apr 8, 20245 min read


Onchain Finance GTM Series: Is there enough onchain capital for tokenized assets?
Within the tokenization space, there exists a school of thought that any market can be recreated onchain but with better liquidity and...
Mar 31, 20245 min read


$40 billion. Too cheap or expensive?
2023 Oct total crypto market cap: $1 trillion, BTC $26k, 2024 Feb total crypto market cap: $2 trillion, BTC $52k, 11 BTC ETFs Lately I...
Feb 18, 20248 min read


When Digital Gets Physical
While most people think of Bitcoin and its price when hearing the words digital assets or crypto, at Crypto Adoption Curve, I have always...
Feb 4, 20245 min read


Is the Future Modular? (with trillions on the line)
Celestia, EigenDA, and Altlayer. Have you heard of these names before? If you have not, you are probably missing out on one of the...
Jan 28, 20247 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...
Oct 9, 20237 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...
Sep 2, 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 19, 20234 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 15, 20235 min read


Successful Ethereum Shapella Upgrade - $36bil unlocked. Bullish or Bearish?
Ethereum's successful Shapella upgrade last week has ushered in the first crypto native risk-free rate to the world - the Ethereum...
Apr 24, 20235 min read


Unlocking $130 billion+ market for tokenization
Real world asset tokenization has been a hot topic in both crypto and traditional finance circles lately. From the SEB and Credit...
Apr 24, 20237 min read


What is wrong with the current onchain real world asset (RWA) private credit market?
6 years ago someone told me about a curious idea: putting invoice factoring on blockchain. At that time, I understood neither what a...
Mar 8, 20236 min read
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