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On Music NFTs
October 26th, 2022
Thoughts on why music NFTs are the epicenter of crypto-enabled business model innovation.
Thinking on a tokenized investment vehicle
September 16th, 2022
Thoughts on a blockchain-based pooled investment vehicle that could provide capital for financially excluded businesses in Africa, Asia, and Latin America.
Is the Dollar Standard Ending?
March 27th, 2022
Last month, world governments learned that property rights do not apply to foreign exchange reserves.
The DAO of (Risk) Capital
November 23rd, 2021
Thousands of strangers recently came together to bid on an original copy of the U.S. Constitution at Sotheby’s.
Crypto v. College
November 11th, 2021
In Ayn Rand’s “Atlas Shrugged” (cue snark), the builders and independent thinkers escape to Galt’s Gulch whilst a constellation of communists and conformists grind society to a halt.
NFTs and the future of African startup funding
October 19th, 2021
After Jumia’s IPO a couple years ago, I wrote a brief argument for why I thought African startups would surprise to the upside (see “African Startups” below).
CBDCs & ZK Proofs
October 16th, 2021
Gary Gorton (Yale) and Jeffery Zhang (Federal Reserve) recently wrote a fascinating paper on the systemic risks of ‘stablecoins’ and the prospects for a central bank digital currency (‘CBDC’).