We have radically altered our view of bitcoin. Events and developments over the last eight months have highlighted fragilities that we once considered ephemeral. The next few months could be highly problematic. Details are in this note.
All is far from lost for digital assets, however. We continue to see proper use cases and genuine successes emerge from the rubble of beaten-up names. In today’s letter we examine three examples:
- Energy – how blockchain technology can solve for grid inefficiency, looking at Fuse Energy
- Plume – a real world asset tokenisation platform bridging the divide between tradfi and crypto
- Parcl – Prediction markets entering the US$400 trillion global real estate sector
Fascinating developments are all around us.
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