What to Watch in Crypto | The Generalist

All the world’s value will be tokenized, and it will need a venue to trade. I think Uniswap (UNI) may be the solution... While the average crypto investor may be more familiar with centralized exchanges like Coinbase, an increasing number are flocking to decentralized exchanges (DEXs). Of those that exist, Uniswap is the clear leader, with over $5 ... See more

Three years ago, I felt crypto’s only proven use case was bitcoin as a store of value was the only clear, proven use case (it was clear that would endure and build retail and institutional value). Now, I see programmable money in Ethereum and Ethereum’s competitors as the next proven use case, with the massive influx into DeFi and NFTs a critical p... See more

Helium (HNT) is a new business model for deploying and managing wireless networks, where the network itself is owned and operated by anyone who wants to participate. Those that do are rewarded with HNT. We think there’s a good chance the wireless networks of the future will be community-owned. If that’s the case, there’s no better-positioned compan... See more

Maria Shen: I think there’s room for a social network based on NFT ownership. Already, niche communities have sprung up to support the ecosystem of people that own a specific NFT — think NBA Topshot, cryptopunks, or Bored Ape Yacht Club. A social media platform could give these different groups a chance to connect and would create a truly unique so... See more

Myles Danielsen: Other projects certainly offer more upside potential, but the risk-adjusted opportunity of Ethereum seems particularly compelling relative to both the rest of crypto and other asset classes globally. At present, Ethereum appears to offer the model set-up of all of investing: long-term secular tailwinds, near-term catalysts, and att... See more

Richard Kim: Today, 99% of creator economy companies are thinking about how they can sell more stuff to fans — the next iteration will involve constructing a framework for shared upside that rewards fan engagement and allows for long-term games. It's not about the creator economy. It's about creating an economy.