The most successful Bitcoin / Blockchain company won’t look like any we have today
The Blockchain is such an innovative and fundamentally transformative technology, but Bitcoin and Blockchain apps have not yet scaled as much as I would have liked. This slow traction is likely due to two things. First, Bitcoin startups that focus on commerce/payment solutions in North America are competing with existing products with strong network effects. […]
The challenge facing Bitcoin start-ups
There is not doubt that Bitcoin / the blockchain is a revolutionary technology. Once implemented, the blockchain might be able to disrupt many verticals that are built around managing the transfer of ownership by replacing a centralized approach with a decentralized (and hence usually more efficient) approach. While the blockchain can be applied to a […]
Bitcoin: its future as a platform and protocol
I recently started to spend some more time on the Bitcoin ecosystem and while I have not yet fully wrapped my head around all of the opportunities and challenges (or even developed an investment thesis), I wanted to write down some early thoughts and observations. Thoughts on the current ecosystem The recent Bitcoin rally might […]