A beginners guide to RavDL v2 of Raven Protocol — 4 years have passed since the AI/blockchain startup Raven Protocol started developing a decentralized and distributed network of compute nodes for Artificial Intelligence and Machine Learning. This week, they published version 2 of their library RavDL. …

Current solutions and business opportunities from using web3 technologies. — With an expected market size of 1.25t, digital transformation is the defining business opportunity of our time. The current key themes are closely linked: The metaverse reimagines the frontend, web3 the backend of the web. On web3, there is little insight from a business perspective. …

Solutions, market moves, and opportunities — Maximilian Bucher, Jonathan Müller, Kjell Meershoek, Sebastian Wurst The initial hype around Virtual Reality seems over, and for the most part, products have been disappointing. However, Extended Reality (XR) solutions are silently becoming more mature, and innovative use cases are already being explored especially in the healthcare sector. The article…

When will Bitcoin hit 100,000? — When you google the terms “Bitcoin price doubles every”, you find statements ranging between 3 and 8 months (or even 18 days, but only under Venezuelan hyperinflation conditions). The tricky part about these calculations is that they tend to ignore the influence of bull and bear market cycles and simply…

Moving on from hype to mainstream adoption — Looking back to the end of 2017, Bitcoin and blockchain were omnipresent. News of its meteoric gains made headlines in newspapers, on TV, and on radio daily. Everyone was talking about it. A true hype. In 2018, prices were declining, and so was public interest. …

Decentralization in the Ecosystem Economy — In 2011, Marc Andreessen wrote about why software is eating the world. Business models across industries were being challenged by software, yet tech companies under-appreciated by institutional investors, and people asking “Isn’t this just a dangerous new bubble?” — sounds familiar? The Ecosystem Economy Despite the doubts, technology has been killing corporations ever…

Analysis of industry pilots from the last 5 years — A little while ago, I published a post about the current 70+ industry-driven blockchain projects across industries — banking, big tech, automotive, pharma and all the rest. …

Analysis of the top 250 ERC-20 tokens by market cap In the summer of 2016, USV’s Joel Monegro published the so-called Fat Protocols thesis about where value is created in the blockchain / cryptocurrency ecosystem. He argues that investments make the market cap at lower levels always grow faster than…

Don’t do it, the combinatorial complexity is going to kill you — When I’m having discussions with corporate people who are thinking about how to set up a blockchain use case, I hear a lot of concerns about public ledgers: The technology is not mature enough, it’s too slow, we need to protect our proprietary data. I feel like there are a…