There are many ways to look at value of financial assets globally, but one thing is clear - the current $133bn sitting in Ethereum TVL (and $221bn sitting across ALL blockchains) pales in comparison to the total addressable market. One can take their own view on how much of these assets migrate to decentralized trustless blockchains, but the upside... See more
Ori Eldarov • Ethereum Tokenomics: Powerful Flywheel or Cycle of Doom?
The first point is that in a world of closed-source centralized ledgers, an open-source decentralized ledger is valuable. Specifically how valuable is hard to say, but right now at $2 trillion it’s only worth about 0.2% of global capital. It would have to approximately 10x in price from here to reach the market capitalization of gold, which is itse... See more
Lyn Alden • December 2024 Newsletter: The Rise of Digital Assets
Digital Asset Holdings are a company to keep a close watch on. This use case is being driven by a highly-experienced Investment Banking management team committed to reducing inefficiencies and waste in the equities space and will be in the spotlight over the next 2-3 years as the proof of concepts turn into commercial use cases, where failure is no
... See moreTim Lea • Blockchain: Down The Rabbit Hole: (Discover The Power Of The Blockchain)
