Web3 Fundraising in Focus: The Truth Behind Consumer vs Infra Investment
By Robert Osborne | X | LinkedIn | Eunika Sot | X | LinkedIn Apps vs Infra…or Infra vs Apps Everything you know about Web3 fundraising is probably wrong. The ongoing tug-of-war between infrastructure and consumer-facing projects has become one of the industry’s longest-running narratives. The prevailing sentiment, as suggested by the X post from […]
The State of Stablecoins in 2025
Post Web Perspectives 03: USD stablecoins are on the rise, surpassing $220 billion and reaching 1% of the U.S. money supply. With stablecoin legislation in the U.S. set to enable a new class of issuers, including banks, fintechs, enterprises, and governments, the market is approaching an inflection point that will transform competition, distribution, and innovation. Furthermore, […]
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 […]