Beyond Bitcoin
Crypto and digital assets; the week’s news and events in the rear vision mirror. Keeping it simple and hypothesising about what these events might mean to our favourite assets and to us as humans living into the digital world. Enjoy two blokes chatting one from a fund management viewpoint (Deryck Graham) and one deeper dive tech (Nitin Gaur). Let the chat and banter begin and remember feel free to contribute to future topics and to leave comments.
Episodes
Thursday Sep 29, 2022
Thursday Sep 29, 2022
Blockchain is a truly decentralised and distributed technology and so are the components that make a blockchain project work. Maybe the best legal system could be Switzerland, the best fundraising nation the USA, the best development capability AND capacity, Eastern Bloc Countries and the best tax and lifestyle country could be Portugal. Have a listen and see how distributed blockchain tech projects can be.
Checkout Anthony Day's Podcast here - Blockchain Won’t Save the World
Thursday Sep 22, 2022
Thursday Sep 22, 2022
Big investment, banking and administrative institutions see digital assets as both threat and opportunity and are seeking to be central and relevant in a space which is largely decentralised. Will this work in the long term?
Resistance is Futile, you will be assimilated. Words from the Borg to the small Star Ship "Blockchain" but will institutions try to assimilate blockchain solutions or will the technology ultimately be too efficient for them to compete? This week we discussed the entry of the big institutional exchanges, fund managers and administrators and see if their engagement in the DLT world is part of the legacy transition of the technology and the generations that are using it or a long-term claim to maintain the relevance of the giants in the digital realm.
Thursday Sep 22, 2022
Thursday Sep 22, 2022
Big investment, banking and administrative institutions see digital assets as both threat and opportunity and are seeking to be central and relevant in a space which is largely decentralised. Will this work in the long term?
Resistance is Futile, you will be assimilated. Words from the Borg to the small Star Ship "Blockchian" but will institutions try to assimilate blockchain solutions or will the technology ultimately be too efficient for them to compete? This week we discussed the entry of the big institutional exchanges, fund managers and administrators and see if their engagement in the DLT world is part of the legacy transition of the technology and the generations that are using it or a long-term claim to maintain the relevance of the giants in the digital realm.
Friday Sep 16, 2022
Friday Sep 16, 2022
The Eth Merge, and the arrival of intuitional grade “equities-like” trading platforms for crypto. Are these tipping points for large amounts of liquidity to enter the realm of crypto assets?
At just US$1trillion capitalisation crypto-assets are the smallest asset class of the big 5, so small that the challenge will be absorbing large volumes of investment when it comes. Today we discuss both the merge and what impact big inflows might cause. Join Deryck Graham and Nitin Gaur for a quick tech discussion on Eth Merge and a thesis on what could it mean when too many trillions chase crypto.
Friday Sep 16, 2022
Friday Sep 16, 2022
The Eth Merge, and the arrival of intuitional grade “equities-like” trading platforms for crypto. Are these tipping points for large amounts of liquidity to enter the realm of crypto assets?
At just US$1trillion capitalisation crypto-assets are the smallest asset class of the big 5, so small that the challenge will be absorbing large volumes of investment when it comes. Today we discuss both the merge and what impact big inflows might cause. Join Deryck Graham and Nitin Gaur for a quick tech discussion on Eth Merge and a thesis on what could it mean when too many trillions chase crypto.
Thursday Sep 08, 2022
Thursday Sep 08, 2022
As the Merge Block arrives (7days from publication) we ask ourselves is ETH a security now, are centralised companies going to dominate transactions and what does this mean to investors and users?
The Ethereum 2.0 upgrade will bring with it a switch from Proof of Work to Proof of Stake. Already $21 billion of Eth is locked up and returning validators at 4.56%. JPMorgan Chase estimates that by 2025 Ethereum 2.0 could create a $40-billion staking industry. But OFAC sanctions, the threat of censorship and MAV inefficiencies lay waiting to be exploited or resolved.
Thursday Sep 08, 2022
Thursday Sep 08, 2022
As the Merge Block arrives (7days from publication) we ask ourselves is ETH a security now, are centralised companies going to dominate transactions and what does this mean to investors and users?
The Ethereum 2.0 upgrade will bring with it a switch from Proof of Work to Proof of Stake. Already $21 billion of Eth is locked up and returning validators at 4.56%. JPMorgan Chase estimates that by 2025 Ethereum 2.0 could create a $40-billion staking industry. But OFAC sanctions, the threat of censorship and MAV inefficiencies lay waiting to be exploited or resolved.
Thursday Sep 01, 2022
Thursday Sep 01, 2022
BTC down from $68,000 to $19,800 and the CCI 30 down 68.5% and we have never been so optimistic about cryptocurrencies and crypto-assets and the economic and social change they are bringing worldwide. Whether it be a $69m NFT sale, the advent of Play2Earn gaming, the beginnings of the Metaverse or the launch of BTC ETF’s on US exchanges 2021 and 2022 has been an extradentary year for progress both for the technology and its adoption. We expect 2022/2023 to be even more extraordinary. Join us each week on the Beyond Bitcoin podcast (on all platforms) as we share our learnings and bring in guest speakers to discuss all things digital assets, sometimes even Bitcoin..
Thursday Sep 01, 2022
Thursday Sep 01, 2022
BTC down from $68,000 to $19,800 and the CCI 30 down 68.5% and we have never been so optimistic about cryptocurrencies and crypto-assets and the economic and social change they are bringing worldwide. Whether it be a $69m NFT sale, the advent of Play2Earn gaming, the beginnings of the Metaverse or the launch of BTC ETF’s on US exchanges 2021 and 2022 has been an extradentary year for progress both for the technology and its adoption. We expect 2022/2023 to be even more extraordinary. Join us each week on the Beyond Bitcoin podcast (on all platforms) as we share our learnings and bring in guest speakers to discuss all things digital assets, sometimes even Bitcoin..
Thursday Aug 25, 2022
Thursday Aug 25, 2022
Cryptocurrencies are not all currencies. The realm of crypto assets is as expansive and complex as traditional economies. Whilesire Finanical Advisers now categorise crypto assets as follows; One Industry, 3 Supersectors, 10 Sectors, 42 Subsectors, 2 Themes and Seven Subthemes. Over 1200 tokens are reviewed quarterly and categorised into these sectors and themes. The comprehensive breakdown can be found here