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.
Latest
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
Newsletter
📝#83: A Pivotal Moment
Versace goes Fortnite. Vans goes Roblox. Pudgy Penguins's new Telegram mini-game. Doodles launch movie. Blackrock doubles down on Bitcoin. US 210,000 strategic Bitcoin reserve? SEC approves ETH ETFs.
Signals
Polymarket: The Truth Machine
How the world’s largest prediction market is revolutionizing "truth-finding," why it has grown 100x since January, why Biden might drop out, and the opportunities for brands.
Newsletter
📝#82: Sports, Payments & Politics
Manchester United brings “digital” kit to 77M Gen Z Roblox users. Meanwhile, Coinbase & Stripe aim to bring payments to the masses.
Newsletter
Coinbase Base: The New Darling of Web3 Consumer
Podcast
SEPHORA goes Web3: First-Hand Insights from Vincent Benoist
Hey, it’s Marc. ✌️ This is the start of a series of key highlights from our podcasts for our PRO subscribers. I’m thrilled to kick this off with the latest episode on SEPHORA’s Web3 strategy. This episode is packed with insights from our guest Vincent Benoist, and I
Newsletter
📝#81: Adidas' NFT Revival
Hey, it’s Marc. ✌️ In this week’s field notes, your 100% signal in Web3: * Adidas’ is back in NFTs * Walmart goes Roblox * Memecoin launchpad Pump.fun beats Ethereum * OKX enteres Web3 gaming * Sony launches crypto exchange * Nubank brings Bitcoin lightning to 100M customers * SEC sues ConsenSys * VanEck and 21Shares