Podcast by Eric Golden on Web3 businesses, Web3 Breakdowns

Web3 Breakdowns

Podcast by Eric Golden on Web3 businesses

Web3 Breakdowns is a series of conversations exploring innovation in the decentralized internet. Each episode will focus on a different topic - we will cover NFT projects, crypto assets, blockchain-based protocols, and businesses being built with Web3 architecture. We will talk to founders, artists, investors and influencers to understand this emerging ecosystem. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

Crypto

<ul><li>Zach Townsend is the co-founder and CEO of Meanwhile, a company reinventing life insurance by holding reserves in Bitcoin.</li><li>Life insurance is about protection and risk sharing, with term life providing coverage for a specific term and whole life lasting a lifetime.</li><li>Term life is more focused on protection for a specific period, while whole life is an investment product for intergenerational wealth transfer.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Zach Townsend is the co-founder and CEO of Meanwhile, a company reinventing life insurance by holding reserves in Bitcoin.Life insurance is about protection and risk sharing, with term life providing coverage for a specific term and whole life lasting a lifetime.Term life is more focused on protection for a specific period, while whole life is an investment product for intergenerational wealth transfer.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Zac Townsend: Insurance for the Crypto Era - [Making Markets, EP.64]

Institutional-Grade Analysis, In-depth Insights, Animoca Brands Research

Animoca Brands Research

Institutional-Grade Analysis, In-depth Insights

Animoca Brands Corporation Ltd. is a Hong Kong-based game software company and venture capital company

<ul><li>Evolving Treasury Landscape: Corporate treasuries face challenges from macroeconomic shifts, including high interest rate volatility, significant monetary expansion leading to inflation, and increasing geopolitical risks impacting cash flows and profitability.</li><li>Bitcoin as a Strategic Asset: Bitcoin has emerged as an alternative asset for these challenges, offering a scarce and increasingly institutionally viable asset for potential long-term value preservation and portfolio diversification, as demonstrated by MicroStrategy's pioneering strategy.</li><li>The "Financial Engineering" Playbook: MicroStrategy's approach goes beyond simple asset allocation, employing sophisticated financial engineering (e.g., convertible notes, equity issuances) to create value for shareholders by continuously acquiring more Bitcoin per share. </li></ul>

Evolving Treasury Landscape: Corporate treasuries face challenges from macroeconomic shifts, including high interest rate volatility, significant monetary expansion leading to inflation, and increasing geopolitical risks impacting cash flows and profitability.Bitcoin as a Strategic Asset: Bitcoin has emerged as an alternative asset for these challenges, offering a scarce and increasingly institutionally viable asset for potential long-term value preservation and portfolio diversification, as demonstrated by MicroStrategy's pioneering strategy.The "Financial Engineering" Playbook: MicroStrategy's approach goes beyond simple asset allocation, employing sophisticated financial engineering (e.g., convertible notes, equity issuances) to create value for shareholders by continuously acquiring more Bitcoin per share. 

Altcoin Strategic Reserves: Why Are Public Companies Buying Altcoins?

<ul><li>Significant Growth &amp; Untapped Potential: While global crypto ETF AUM has reached $168.3B, this represents a small fraction of the $14.8T global ETF market and the $128T total global AUM, indicating a vast addressable market and substantial room for future expansion. We project the global crypto ETF AUM to potentially exceed $1T in five years, over 6x the current level.</li><li aria-level="1">US Dominance in AUM, Europe in Variety: The US leads globally with $144.3B in crypto ETF AUM (85.7% market share), largely driven by the successful launch of spot Bitcoin ETFs. Europe, while smaller in AUM ($15.3B), offers a wider array of altcoin ETFs. Canada and Hong Kong have also emerged as important regional hubs.</li><li aria-level="1">Quantitative Spotlight on US Market Dynamics: Daily net flows into spot ETFs show a positive but modest correlation with Bitcoin price changes (0.34) and a very weak correlation for Ethereum (0.13). Coupled with low R-squared values, this indicates that spot ETF flows, while impacting underlying crypto price, are just one of many factors</li></ul>

Significant Growth &amp; Untapped Potential: While global crypto ETF AUM has reached $168.3B, this represents a small fraction of the $14.8T global ETF market and the $128T total global AUM, indicating a vast addressable market and substantial room for future expansion. We project the global crypto ETF AUM to potentially exceed $1T in five years, over 6x the current level.US Dominance in AUM, Europe in Variety: The US leads globally with $144.3B in crypto ETF AUM (85.7% market share), largely driven by the successful launch of spot Bitcoin ETFs. Europe, while smaller in AUM ($15.3B), offers a wider array of altcoin ETFs. Canada and Hong Kong have also emerged as important regional hubs.Quantitative Spotlight on US Market Dynamics: Daily net flows into spot ETFs show a positive but modest correlation with Bitcoin price changes (0.34) and a very weak correlation for Ethereum (0.13). Coupled with low R-squared values, this indicates that spot ETF flows, while impacting underlying crypto price, are just one of many factors

Crypto ETFs: Global Landscape, Market Dynamics, and Outlook

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

<ul>
<li>Market inefficiencies persist in crypto markets, particularly in cross-exchange arbitrage and futures basis trading</li>
<li>Traditional factor models can be adapted for cryptocurrency markets with size, momentum, and liquidity factors showing statistical significance</li>
<li>On-Chain metrics provide unique alpha signals unavailable in traditional markets</li>
</ul>


Market inefficiencies persist in crypto markets, particularly in cross-exchange arbitrage and futures basis trading
Traditional factor models can be adapted for cryptocurrency markets with size, momentum, and liquidity factors showing statistical significance
On-Chain metrics provide unique alpha signals unavailable in traditional markets


New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets

<ul><li>Digital assets are the new frontier for investors, with AI and disruptive tech playing a key role</li><li>Market inefficiencies in crypto still exist, leading to potential profit opportunities</li><li>On-chain metrics provide unique insights for predicting future price movements in the crypto market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Digital assets are the new frontier for investors, with AI and disruptive tech playing a key roleMarket inefficiencies in crypto still exist, leading to potential profit opportunitiesOn-chain metrics provide unique insights for predicting future price movements in the crypto marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Cracking the Crypto Code: Quant Alpha New Frontier | The New Barbarians - AI Agent Deep Dive #004

United States

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

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Zac Townsend: Insurance for the Crypto Era - [Making Markets, EP.64]

Zach Townsend, CEO of Meanwhile, aims to revolutionize insurance by using Bitcoin reserves, highlighting the importance of understanding the...

Web3 Breakdowns

Altcoin Strategic Reserves: Why Are Public Companies Buying Altcoins?

Corporate treasuries face challenges from macroeconomic shifts, including high interest rate volatility, significant monetary expansion leading to...

Animoca Brands Research

Crypto ETFs: Global Landscape, Market Dynamics, and Outlook

While global crypto ETF AUM has reached $168.3B, this represents a small fraction of the $14.8T global ETF market and the $128T total global AUM...

Animoca Brands Research

New Research: Unlocking Quantitative Alpha in Cryptocurrency Markets

AI Agent Deep Dive! Not enough time to READ 👀? Check out the AI Agent Deep Dive Discussion of this Paper on Youtube: https://youtu.be...

William Mann

Cracking the Crypto Code: Quant Alpha New Frontier | The New Barbarians - AI Agent Deep Dive #004

Digital assets, AI, quantitative strategies, market inefficiencies, factor models, on-chain metrics, practical guidance, arbitrage, statistical...

William Mann

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