CryptoAssets, Industry Dynamics & Their Evolution Within Financial Markets.

— Macro Markets Deck —

Scaling Wars
Olivier Castagne Olivier Castagne

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.

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Chainlink: Rise of the Truth Middle Machine
Olivier Castagne Olivier Castagne

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.

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Has Bitcoin’s Incentive Design Gone Wrong?
Olivier Castagne Olivier Castagne

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.

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Brave: Looping Early Adopters from the Browser to DEXs
Olivier Castagne Olivier Castagne

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.

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Connecting The Banked & The Unbanked: OPTIMIZE 3.0
Olivier Castagne Olivier Castagne

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.

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How to Decentralize Spotify & Cos
Olivier Castagne Olivier Castagne

How to Decentralize Spotify & Cos

Music streaming services should embrace Blockchain Technology and leverage their accumulated knowledge to launch new types of marketplaces.

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