Token Trendlines #4: Gaming & Proof of Personhood (PoP)
We have been looking at blockchain and gaming the wrong way. So far, it’s been pitched as a gamer-led revolution, asset ownership, monetization, and sovereignty. While important, it does not drive adoption. The real driver isn’t the player, it’s the developer. Currently, they do not have strong incentives to move onchain, but their adoption is […]
Post Web Perspectives 01: Multi-Paradigmatic AI as A Pathway To AGI
Artificial General Intelligence (AGI) represents the ultimate vision of AI, where machines can think, reason, and innovate at or beyond human levels. Yet, the world’s attention towards AI remains focused on Generative AI and advancements within LLMs. For those daring to look beyond the current paradigm, the question arises: Is the market’s hyperfocus on LLM […]
Token Trendlines #3: $Trump and Finance As A Culture
While the jury is still out on the net impact of the $Trump launch on the industry, it marks a seismic moment for the intersection of finance, culture and politics. Memecoins already took center stage in 2024, but POTUS support solidifies tokens as new financial assets and a tool for capital formation and influence-building. All […]
Layer 2 Incentive Effectiveness Case Study
Blog written by Matthis Herbrecht & Achim Struve from our Token team. Recommendations for Ecosystem Incentives Campaigns: Setting the Stage: Understanding L2 Incentives Layer 2 (L2) networks have emerged as key solutions to blockchain scalability challenges. As these networks compete for market share, incentive programs (particularly grants and airdrops) have become a key factor in […]
Introducing The Post Web Thesis: Chapter 1 of 4
Chapter 1: The Web is Disappearing Introducing our latest thesis: The Post Web, co-authored with Jasper De Maere, our Head of Research. Today, we launch the first of four chapters exploring what lies beyond Web3, diving into each layer of this paradigm shift and a world where machines and autonomous agents act on our behalf. […]
Token Trendlines #2: Bitcoin Halving. The Four Year Cycle Is Dead
Four months after the Bitcoin halving, we’re witnessing the worst price performance following any halving to date. In this piece, we explain why the halving no longer has a fundamental impact on the price of BTC and other digital assets, with the last time it had dating back to 2016. It’s time for founders and […]