CFTC’s Approval of Digital Assets as Collateral

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 clearingContinue reading “CFTC’s Approval of Digital Assets as Collateral”

The Industry of Staking

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 allocationContinue reading “The Industry of Staking”

To Make it in Crypto, Be Onchain

I saw a recent post by @intern on x.com And I was reminded of a lesson learned while I worked at Circle. After a restructuring of the Revenue Team, I had inherited a “sales team” that had been hired by two different managers. Some had been hired to sell Circle’s minting/redeeming API’s to corporates, someContinue reading “To Make it in Crypto, Be Onchain”