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 at hand outlines the following. …

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 extrapolate market data linearly. While this doesn’t really create meaningful results, a slightly more elaborate model might do the trick.

Looking Backwards: Analyzing the Past Market Trend

First, let’s have a look at market performance based on the aggregate market cap of all cryptocurrencies over the past years. …

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. Even enthusiasts started to be more skeptical in their view of Bitcoin’s and blockchain’s future.

Discover and review best Blockchain softwares

Completing the Hype Cycle

What we experienced over the past years was a textbook example of the Gartner hype cycle. From initial enthusiasm of early adopters to mass media hype to fading interest after the hype was over.

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 since: The average lifespan of S&P 500 companies has dropped from 61 to just 18 years in past 60 years. Nowadays, 50% of global annual company revenues come from products launched within just the past 3 years.

Dominant businesses used to be resources, products and services companies. New business models…

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. When I just recently updated the data, I pulled some quantitative statistics from it that I’d like to share together with my interpretation of the data.

The data set contains 145 enterprise blockchain-related announcements between 2014 and today. I used 4 categories to break down the data items: 1) pilots, 2) products (i.e. market offerings), 3) patents, and 4) other (non-specific) items. Excluding these other items, there are 126 remaining, 85 of which…

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 the combined value of the applications built on top, since the success of the application layer drives further speculation at the protocol layer. And because of that, the nature of the blockchain tech stack encourages innovation at the protocol and other lower layers. …

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 couple of misconceptions though and a key drawback of permissioned ledgers that people underestimate: Combinatorial complexity. So I’d like to stick up for public ledgers and share my 2 cents about the topic.

Blockchain technology has no doubt become one of the most promising drivers of innovation in the past…

Review of venture and ICO funding of blockchain projects

Since the wake of ICOs, people have expressed a lot of strong opinions about its implications on startup funding. At its height, ICO funding was considered the digital disruption of the venture capital industry, with the expectation that it’ll replace VC money anytime soon. Then after pre-sale rounds became more commonplace and some projects even skipped a public sale, the narrative became that institutional investors are taking over, leaving only bread crumbs for the rest of us.

I was curious how the numbers actually look like and if they would support any of the more extreme hypothesis. So I did…

Layer 2+ projects that enable enterprise adoption

TLDR: Corporates are increasingly exploring blockchain-based solutions, working on many pilots of their own. The cryptocurrency ecosystem not only offers base layer protocols to build these pilots, but also quite a few layer 2+ solutions that can be useful for enterprises, especially around privacy, interoperability, security & identity, tracking, and data marketplaces.

I recently wrote a short mini series about enterprise blockchain. In there, I looked at the top 12 use case areas, 70+ current industry projects, industry consortia, and did an evaluation of the major blockchain protocols for enterprise use. …

An executive’s guide to distributed ledger technology (Part 3)

TLDR: When evaluating blockchain technology for enterprise use, a look at both the technology and the strategy is needed to determine fit. From the current major protocols, Ethereum, Stellar, and Hyperledger Fabric seem most enterprise-ready, with Tezos as a high-potential newcomer.

In the first and second part of this mini-series, I’ve been writing about the value potential of distributed ledger technology for enterprises and about collaboration and exploration efforts in various industries. …

Sebastian Wurst

Computer scientist turned digital health researcher turned digital strategist, thinking about #startups, #blockchain, #ai, and #digitalhealth

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