DIGITAL ASSETS EXPERTISE
Tactics adapt, Strategies can be refined, Principles remain Although I first read Chet Holmes’ The Ultimate Sales Machine years ago, it remains my most-cited resource when discussing sales leadership. It may seem unexpected given that much of the book predates modern CRM automation and LinkedIn, but while certain tactics have aged, the core strategic logic…
The SEC Already Told You Which Kind of Tokenization Is Real Strip the footnotes off the staff statement three SEC divisions put out on January 28 and here is the whole thing in one line: if the record of ownership lives onchain, a tokenized security is just a security in a new format, and the…
Thirty-seven banks. Fifteen countries. One quote that explains everything. Today CoinDesk reported that Qivalis, a European bank consortium building a euro-backed stablecoin, has tripled its membership to 37 financial institutions across 15 countries. ABN AMRO, Rabobank, Intesa Sanpaolo, Nordea…real names, serious capital. They are targeting a MiCA-compliant euro stablecoin launch in the second half of…
Tokenization’s Real Value Isn’t What You Think Everyone’s celebrating 24/7 liquidity as the breakthrough benefit of tokenizing real-world assets. And yes, in a world where markets and news cycles never sleep, continuous trading access matters. But if you’re a retail investor cheering loudly right now, history suggests you should be careful what you wish for.…
The term hyperscaler has become part of the lexicon generally meaning the largest of tech companies’ AI efforts and the datacenters and energy infrastructure they are building. But what if someone (my friend, Vicky) scales the services provided by the Hyperscalers?!?! Check this out…
Understanding the differences between the GENIUS Act (passed in 2025) and the pending CLARITY Act is essential. While the former established the “how” of stablecoin issuance, the latter determines the “where” and “what” of their economic utility—specifically regarding interest and distribution. For Circle, CLARITY, in its current form (more below), would be a massive legislative…
Great callout from David Shuttleworth of Anagram Ventures https://www.linkedin.com/feed/update/urn:li:activity:7415084467536490496/
Its incredibly rewarding to see the CFTC’s recent pilot program and allowance of the use of digital assets as collateral for CFTC-registered entities. Here is why it matters: The CFTC’s recent launch of the Digital Asset Collateral Pilot Program is not merely as a regulatory “test,” but is the inevitable modernization of the global clearing…
I have stated previously that my favorite class at Babson was CSCA: Competitive Structure, Competitive Analysis. The late (great) professor Lawless challenged us to think big picture about the strategic and long term choices competitors make. To me strategic decision-making for companies is like the Beta part of public market investing….be correct with your allocation…