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If you haven’t seen this headline from Bloomberg over the the last week let me quickly bring you up to speed before digging into why this is so important in crypto:


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This is a conversation that needs to happen now. As many know, I have been part of the family office community for the last decade and have been working to educate my peers on crypto for the last two years. This article comes on the heels of two private luncheons this week, where we discussed crypto amongst other investment themes. The poplar, but incorrect catch phrase, “blockchain, not bitcoin” came up several times and I attempt to identify several drivers of this narrative.

Some of you will read that catch phrase and be filled with 3 emotions: rage and disgust…


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Over the last few weekends I’ve been spending time reading an article penned by Issac Asimov in 1983 that attempted to predict what life in 2019 would be like and it’s inspired me to try and do something similar, however focusing on crypto’s role in the future. Before we go into the story, I highlight the amazing amount of data we humans are producing and it’s role in the future as it relates to crypto.

I’m going to do this via a very short story, creating a fictional character and traversing through his day to see how crypto touches and…


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Let’s start with a story. By now most should be familiar with the infamous $1M bet between Warren Buffett and Ted Seides from Protege Partners. …


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I am an environmentalist. I believe in climate change and more importantly that humans, especially in the last 100 years of extreme industrialization, have had a direct impact on the current extreme effects of climate change we’ve bore witness to recently (massive powerful hurricanes, sea rising, destruction of coral reefs and more). As an environmentalist I have tried to support the effort to bring our planet back to a sustainable form by investing and helping educate those in my investment community. On the investment side I’ve supported solutions such as carbon capture, solutions removing harmful, ozone deteriorating chemicals from our…


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If you’re in crypto you know the catch all phrase “the institutions are coming!!” At this point in time we all have a fairly keen sense that the Nov ‘17-Jan ’18 run up in market cap was driven in large part to the retail investor frenzy, so this article will not address that. What I will attempt to address is “why” I believe there is a considerable amount of attention on the asset class from the investment community and media outlets.


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In one of my favorite movies of late, Moneyball, with key character Billy Beane played by Brad Pitt, he is sitting with Peter Brant played by Jonah Hill, discussing how he wants to “change the game”. He discusses how the rings and the records aren’t what he’s focused on — what I got from the scene is that he’s focused on a fundamental shift in the way baseball players are evaluated and teams are created.

In the movie and book Beane shows his dissatisfaction with legacy evaluation models that scouts used for players, using factors like “looks” and “confidence” which…


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In 2017 one of the most searched for items was “How to buy Bitcoin”; in 2018 the energy and focus on cryptocurrency and blockchain has remained quite robust, leading to a new cottage industry of crypto funds. In this post I aim to provide some general information and diligence questions I am asking when presented with a hedge fund. (*I filter those that are actively trading as hedge funds and those investing in projects with a longer outlook as more VC, however there’s an understanding there’s hybrid models too*)


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It wasn’t even 8am EST this past Wednesday morning in NYC as I began my 3 block walk to the train for work; my shirt already appeared to be painted to my body after the first block, my brows began mightily to emulate sand bags preventing the sweat from entering my eyes and my hands became wind shield wipers for my forehead. I get it you say — another New Yorker complaining about the summer heat — we ALWAYS complain about something you say (partially true…ok, very true), but this all feels different.

David Nage

Principal @ Arca; former Family Office Investor; focused on the revolution associated with cryptoassets & blockchain

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