CryptoAssets, Industry Dynamics & Their Evolution Within Financial Markets.
— Macro Markets Deck —
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RT @zooko: @cburniske Yep, that's how this part of the cycle goes. You can learn a lot about people by observing who *doesn't*… https://t.co/OFR29xxdVb
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RT @lisaabramowicz1: The real reason oil prices are lower is too much supply: @javierblas. There's a ton of unanticipated production com… https://t.co/sdLxlhnv77
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RT @namada: 1/6 Co-founder @cwgoes recently announced a proposal for a strategic alliance between @namada and @zcash Here’s a… https://t.co/fdHQ1ysEhp
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RT @ThorTorrens: A commercial for Zcash https://t.co/B5Hmb3HlhB
Zcash, ZKPs & the ECC: Privacy Scales Better
Groundbreaking innovations at the ECC show not only that Privacy and Scalability are correlated but also that Governance and Development are more fruitful when rewarded.
Scaling Wars
If Layer 1 solely focuses on security and transactions are increasingly moved to Layer 2, the Value Added might follow. VC-backed protocols might just be executing a well-orchestrated Hijack.
Chainlink: Rise of the Truth Middle Machine
Staking should further define the value accruing mechanisms of the Chainlink Ecosystem. As equally profitable and reputable Oracle Nodes compete to provide more services to more users they will be chosen according to their Stake. Yield Opportunities will arise.
Has Bitcoin’s Incentive Design Gone Wrong?
Bitcoin has not only failed to become a widespread medium of exchange or unit of account but also has become centralized in many aspects. While the game is still on, it is worrisome that none of those shortcomings seem to incentivize change.
Zcash, ZKPs & the ECC: Privacy Scales Better
Groundbreaking innovations at the ECC show not only that Privacy and Scalability are correlated but also that Governance and Development are more fruitful when rewarded.
Brave: Looping Early Adopters from the Browser to DEXs
By integrating a native crypto wallet and decentralized exchange to its browser, Brave is attracting early adopters across many different verticals thereby compounding network effects in its Basic Attention Economy. Investors should look at the sum of the parts.
Algorand: A Novel Incentive Design and a Lot More Randomness
Through a more clever mix of game theory and cryptography, Silvio Micali and his team might have created tomorrow’s infrastructure. A fast, secure, scalable, decentralized and carbon neutral blockchain.
Achieving Decentralized Scale: ETH vs BTC vs ALGO
With the right incentives in place human ingenuity can overcome Blockchain’s current challenges and fulfill its initial purpose.
Connecting The Banked & The Unbanked: OPTIMIZE 3.0
By matching the developing world’s need for capital and the developed world’s quest for yield, OPTIMIZE will create a new blockchain powered marketplace for collateralized debt with data integrity from the ground up. Positive externalities will generate network effects.
Monetizing Off Chain Data Digitalization: OPTIMIZE 2.0
Oracles will be remunerated and so will OPTIMIZE for its value adding data collection and aggregation services.
How to Decentralize Spotify & Cos
Music streaming services should embrace Blockchain Technology and leverage their accumulated knowledge to launch new types of marketplaces.
Tokenizing & Fractionizing Everything: OPTIMIZE 1.0
“OPTIMIZE” aims to become a blockchain powered digital marketplace for fractionized NFTs representing either Micro, Small & Medium Sized private equity or real estate.