Are you thinking what I am?

I love this quote. It comes up from time to time and I always like to take a moment and look around and consider…what is growing at that rate today? Hmm…… Hint: Bitcoin, et al.

1 minute read

When free speech isnt

The recent headline news of Kanye, excuse me, Ye buying Parler (yeah, it’s that social media app you remember vaguely from the role it played in the Capitol riots) is going to be a nothing-burger. I respect the symbolic gesture, but let’s be honest about the future of this app,...

1 minute read

Maximum risk on investing

In a somewhat unsurprising article, but perhaps informative viewpoint to be reinforced, a recent study released studying global wealth managers has identified the risk appetite for cryptocurrencies by high net-worth individuals. In spite of the high volatility of crypto assets, most of these investors were seeking maximum returns and were...

1 minute read

If a streaming service has no subscribers

There is evidence that the U.S. streaming market is maturing and slowing down, which suggests that overall TV revenue is likely near a peak. Even after media conglomerates work through the current period of high startup investment in their streaming businesses, steady-state streaming margins are likely to be much lower...

1 minute read

Tracking your own legs

Things aren’t always what they seem when it comes to product demos. Perhaps this was part of the Apple magic when products were announced for immediate availability. Nowdays more and more product launches (Apple included) involve pre-launch orders and splashy, highly glamorized video of the expected product. Of course this...

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Information overload

The internet is a wealth of information. You can find out how to do just about anything with a few clicks. But, this can also be a bad thing. If you’re not careful, you can get bogged down in the noise and miss the signals that are actually important. It’s...

2 minute read

USD vs Everyone

The concept of a digital Asian currency is nothing new, and in fact, China has been leading the way in testing a centralized stablecoin. In this report from Bejiing we hear of a broader effort being investigated to spread this digital token across multiple fiat currencies (13 in fact!). And...

1 minute read

Mastercard makes moves

I guess it was inevitable after seeing all the press that Visa has been getting recently for their various crypto initiatives. Today we hear the other behemoth speak up. Mastercard’s Executive Vice President of Digital Assets and Blockchain Products & Digital Partnerships (guaranteed that job title does not fit on...

1 minute read