Dog Days of Summer

As the United States celebrated its Independence Day on July 4th, several jurisdictions around the world, including South Korea, Bermuda and Malta, passed legislation to support crypto assets and virtual currencies. Of these, South Korea’s appears the most detailed by providing a classification scheme as a framework for regulation. This is the most sophisticated understanding  … Read more


Posted: July 6th 2018 None

Becoming Un-Tethered

I just wrapped up 2 days of speaking at MoneyConf in Dublin, an annual conference dedicated to all things fintech. In contrast to previous years, at least 50% of the programming involved blockchain technology. I shared the stage with two early FPV portfolio companies, Blockchain and Bitpesa, and connected with a number of old friends  … Read more


Posted: June 13th 2018 None

ICOs 2.0

Blockchain Week 2018 came in with a bang — 8500 attendees at the Consensus conference (vs 400 the last time I spoke there in 2015), thousands more at side events. The price of major cryptocurrencies saw a run up to the week, with vivid memories of the boom last year’s conference started. However, the prices  … Read more


Posted: June 4th 2018 None

Built Environments and Blockchain Tech

After a few days in Mumbai meeting with large industrials and regulators (and FPV portfolio company Everledger which just opened a Mumbai office), I spent the past couple of days in London, where I spoke at the World Built Summit, an annual conference convened by RICS, the Royal Institution of Chartered Surveyors. RICS is one  … Read more


Posted: April 24th 2018 None

The Big Chill

The first quarter was not a pretty one for cryptocurrency prices — from January 1-March 31, Bitcoin lost over 50% of its value, with a number of smaller altcoins down over 60%. Regulatory action, hacks and scams weighed heavily, with newer investors who came in during the gold rush of Q4 heading for the exits.  … Read more


Posted: April 3rd 2018 None

Crypto Chess Continues

“Welcome to #Malta @binance,” Joseph Muscat, the country’s prime minister, tweeted on Friday. “We aim to be the global trailblazers in the regulation of blockchain-based businesses.” Binance, one of the world’s largest cryptoasset exchanges by volume, announced this past week that it moved its headquarters from Hong Kong to Malta. This move came on the  … Read more


Posted: March 26th 2018 None

Lightning Strikes the Sector

I took a hiatus from the newsletter last week, while meeting with entrepreneurs and speaking at SXSW in Austin. Similar to what I saw (at the very different gathering) at Davos in January, much of the conference chatter revolved around blockchain technology. Almost on cue, last Sunday night John Oliver broadcast an episode (link below)  … Read more


Posted: March 19th 2018 None

Thoughts from Davos

Everywhere I went in Davos at the World Economic Forum, be at the large scale speeches or more intimate dinners, conversation invariably turned to the blockchain. From world leaders to the local baristas, everyone was curious on what the upcoming year would bring for the sector. Jamie Dimon and others bristled at being asked on  … Read more


Posted: January 28th 2018 None

The Year Ahead in Crypto

Bitcoin and Ether, both fairly quiet in the last 2 weeks of the year, experienced price increases in the first week of 2018. With several smaller tokens experiencing triple digit gains, many traders likely took profits from those price increases and re-invested back into the two most seasoned cryptocurrencies. As the Ripple token (XRP) briefly  … Read more


Posted: January 7th 2018 None

Futures Launch

This evening bitcoin futures will start trading on the CME. While trading has been light on the CBOE after last Sunday’s launch, after briefly crashing the CBOE website upon launch, the CME product will likely have heavier volume as it is geared towards more institutional investors. We did see another Bitcoin price increase, to over  … Read more


Posted: December 17th 2017 None