Reports
The Web3 Opportunity: What's Next
The Web3 opportunity, catalysts for 2023, and why every brand needs to start thinking about it now.
Newsletter
Newsletter
📝 Web3 Field Notes #5: Destination Unknown
Bitcoiners vs. the rest; Crypto's identity crisis; Messaging in Web3; Ethereum Shanghai update; Starbuck's "Odyssey"; Regulation; New start-ups & more.
Newsletter
Crypto's Identity Crisis
The crypto industry is in its biggest crisis yet. Turmoil and inner conflict prevail. What's the way forward? A few observations from recent weeks in search of an answer.
Newsletter
A Closer Look at Starbucks' New NFT Loyalty Program "Odyssey" ☕️
Yesterday, Starbucks officially launched its NFT loyalty program “Odyssey” built on Polygon. Is this next-gen loyalty? Or just a gimmick? Let's find out.
Newsletter
📝 Web3 Field Notes #4
Long-term views on web3; ChatGTP; Vogue NFT tracker; Porsche enters Web3; Adidas virtual gear; Apple's "Extended Reality"; New start-ups & more.
Signals
Man and Machine: A new Era
With the release of ChatGTP, OpenAI's latest feat, the world is waking up to new possibilities in AI. Its impact it will transformative. Let's buckle up folks. Disruption is coming.
Reports
"Bitcoin's Last Stand" – ECB's misguided Take on Bitcoin
Yesterday, the European Central Bank published a damning article on Bitcoin its official blog. It’s an attack on Bitcoin from one of the biggest monetary institutions. Let’s clarify & fact check.
Newsletter
Porsche Enters Web3 With its First NFT Collection
Today, Porsche announced its first NFT collection. 🤯 🌋 After Nike's recent launch of Swoosh.nike, this is one of the biggest entries into web3 in 2022. Here's what happened.
Newsletter
📝 Web3 Field Notes #3
Bitcoin core version 24.0 released; the naysayers are back; NFTs and generative art; Ethereum Shanghai update; Harvard recommends Bitcoin for central banks & more.
Newsletter
New Frontiers in AI and Generative Art
The latest AI tools can generate images (or art?) from text prompts in ways that will blow your mind. Here's what's currently possible, why it's important, and how you can do it too.
Newsletter
Bitcoin in Times of Adversity
Just after Bitcoin's 13th birthday, the industry faces its most challenging time yet, smeared with scams, ponzis, and bad actors. Let’s remind ourselves where Bitcoin comes from and why we need it.
Reports
What is going on with Grayscale Bitcoin Trust (GBTC), the world’s largest crypto fund?
Shares of the world's largest crypto fund ($10.5bn) are trading at 40% discount to the value of its holdings. What does this mean? Why does this matter? And should we be worried?