Crypto-market Efficiencies?

Last week in NYC I shared a panel with Valerie Szczepanik, SEC’s “crypto czar”. We had a wide-ranging discussion on self-regulation, utility tokens, the SEC’s role in protecting investors, and accredited investor definitions. While the conversation was under Chatham House Rules Read more…


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 Read more…


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 Read more…


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 Read more…


The Calm Before Blockchain Week NYC

I am back in NYC after a trip around the world — with stops in London, Mumbai, Beijing, Korea, Los Angeles and Palo Alto along the way. I wrote about London and India observations in the last newsletter. A few Read more…


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, Read more…


Campus Crypto Fever

This past Friday I spoke at Penn’s inaugural Blockchain Conference. It was a special speaking engagement for me, as I am a Penn grad and my interest in economics and business started and flourished there. Over the past five years speaking on Read more…


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 Read more…


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 Read more…


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 Read more…