Signals
Karate Combat: Reinventing Fan Engagement 🥋
Karate Combat, a full-contact sports league, pioneers a new fan engagement and loyalty model with Web3. How it works & how you can adopt this for your brand.
Marc Baumann
Newsletter
📝#86: When Wall Street meets Bitcoin
Morgan Stanley jumps on the Bitcoin ETF bandwagon, pitching to clients like it's the next big thing. Meanwhile Polymarket touched $100m in volume & AI Pins miss the mark & more.
Newsletter
📝#86: Web3 Loyalty Revival
Adidas x Doodles. Cult Gaia's Web3 membership program with TYB. California puts 42M cars onchain. PUBG Mobile x Lamborghini. Türkiye blocks Roblox. Olympic esports heads to Saudi Arabia in 2025.
Reports
State of Play: Web3 & Gaming
The definitive state of play on gaming for consumer brands, including Web3 gaming, sector snapshot, actionable takeaways, and what's next.
Podcast
The Future of Web3 Gaming with BITKRAFT
What's next for Web3 gaming? What are the opportunities for brands? BITKRAFT has over 130 companies in its portfolio, and more than $1B in AUM.
Newsletter
Boomers Are About to Eat Your Bitcoin 🍔
Morgan Stanley tells wealth advisors to pitch Bitcoin – a first for major Wall Street firms. Here's all you need to know.
Newsletter
📝#85: Game Changer
SEC's token ruling. ManU's NFT game. Olympics goes Roblox. Adidas launches on Fortnite. Bitcoin announcements. OpenAI launches SearchGPT & more.
Newsletter
State of Play: Web3 Fundraising in H1 24 💰
Trends: AI x Crypto convergence, gaming as an entry point & focus on early stage.
Newsletter
Hollywood's New Star: Artificial Intelligence
AI is transforming Hollywood from scriptwriting, to visual effects, audience analysis, and personalized viewing. How AI will reshape the industry.
Newsletter
📝#84: Disney 2.0
Animoca Brands partners with TON. Pudgy rebuilds Disney. Louis Vuitton's new phygital. Balenciaga & Coach enter gaming. Ferrari accepts bitcoin. Spot ETH ETF launches in the US. Meta's new LLM.
Reports
Unlocking Crypto for Half a Billion People: Inside MoonPay and PayPal's Partnership
In April, MoonPay and PayPal launched a partnership to onboard nearly 500M PayPal users to crypto. Why this is the most underrated news of the year for consumer crypto.
Podcast
Ordinals, Runes, and the Next Bitcoin Bull Run
Hi, it’s Marc. ✌️ Bitcoin is experiencing a renaissance. Last year, the Ordinals (BRC-20) protocol brought NFTs to Bitcoin with over 66M inscriptions to date and a $2.65B market cap. Recently, Layer2 protocols, such as Lightning or Stacks, picked up as well. Now, Bitcoin Runes introduces a new fungible