Category: Posts Of Interest
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$34 Billion Tokenised. Most Of It Doesn’t Move.
Jonny Fry, CEO of TeamBlockchain, points out that the apparent discrepancy between the size of the tokenised market versus the amount actually taking part…
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The Loudest Use Cases Are Smaller Than You Think
Qian Jiang, previously Director in Digital Assets Strategy at Swift and now Founder of QFTK, maps out a large number of use cases and…
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Does the Swift Ledger Really Enable Payments in Seconds?
Ousmène Jacques Mandeng, Director and Founder of Economics Advisory Ltd, considers the announcement of Swift’s blockchain ledger and which cross-boder payment requirements it addresses.
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Private Transaction Activity on Ethereum
Martin Pérez, Blockchain Developer at Metlabs, raises an important point about market microstructure on the Ethereum blockchain where monitoring of the public mempool no…
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Tokenized Infrastructure Economics for Securitize
Jonny Fry, CEO at TeamBlockchain, wonders aloud how increasing transaction volume for Securitize ends with reduced revenue, and warns about the economics of infrastructure…
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Settlement, Solved Brilliantly, One Walled Garden At A Time
Philipp Zentner, CEO at LI.FI, sums up some recent bank-backed payment network activity and considers how the deposit tokens being created will eventually have…
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Constraints Of Tokenized Shares
Stephen D. Meyer, Global Blockchain & Fintech Lead at LEXR and a Co-Founder of Obligate, considers why Centrifuge would turn its own tokenised shares…
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Are The Hyperscalers Toast Due To SLMs?
Joachim Klement, an investment strategist based in London, considers the investment thesis for LLMs as compared to a future where the Small Language Model…
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DeFi Yield Strategy Risk-Adjusted Returns
Krzysztof Gogol, Independent Advisory for Institutional DeFi and Digital Assets, raises the challenge of which DeFi strategies offer the best risk-adjusted returns, rather than…
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A Fragile Web Under An AI Bot Onslaught
Stephen Follows, a film industry analyst, highlights the issue of (sometimes esoteric) data-rich sites suddenly becoming expensive and difficult to maintain under the onslaught…
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When Liquidity Hides Behind “Represented” Assets
Chris Turner, Co-Founder at KULA, discusses a report measuring RWA tokenisation efforts and calls out the between contractual and “represented” tokens, highlighting that liquidity…
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Dematerialization 2.0
Samuel T, Global Head of Business & Corporate Development for Sharegain, considers the different approaches to tokenization in terms of exactly what any issued…