Interview with Jason Choi

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Today we welcome Jason Choi, Head of Research at Spartan Group and host of the Blockcrunch Podcast. Jason has a thoughtful and measured take on the crypto investing landscape, shaped by his professional investing experience and conversations with top minds in the space. We hope you enjoy the conversation as much as we did!

Interview date 21 January 2020

See the original article with photos and proper formatting on Rebase

Jay Bowles: Hey Jason, great to meet you. Let’s start with you walking us through your background.

Jason Choi: I grew up here in Hong Kong like you, and then…

Interview with Alex Svanevik

The Data Science DAO and On-Chain Trends — Interview with Alex Svanevik — Rebase
The Data Science DAO and On-Chain Trends — Interview with Alex Svanevik — Rebase

Alex Svanevik is a leading on-chain data scientist providing cutting-edge insight into the blockchain world. In this conversation we discuss his path into crypto, his involvement with D5 — The Data Science DAO and Ethereum ETL, his opinions about the most interesting investment questions and much more.

Interview date — 20 January 2020

Social Currencies bind creators with their followings through a token and through token-mediated behaviours. We’ll help you go deeper through the lenses of talented creators Julien Bouteloup and Connie Digital.

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Creators are Poorly Equipped

I first came across the concept of social currencies when consulting on a project at the intersection of live streaming and crypto. It very quickly became clear that the potential was huge.

It’s a great time to be a creator. Digital platforms have popped up left, right and centre to service them — Twitch, YouTube, Medium etc. There’s a strong sense, though, that platform business models are forcing creators to…

The Boundless Potential of Open Data and the End of FANG-Dominance

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Artwork courtesy Yao Jui-Chung

In this essay I assert that the level of personalisation we’ve seen thus far on the web is insignificant in comparison to what is coming. Additionally, I describe a transition to a new model of consumer tech and more broadly, data services. In so doing, we see how the biggest tech companies of the day will sink into irrelevance, lest they evolve. We get a sense of which organisations will benefit from the transition and I give a short treatment on how I think you can personally protect yourself and benefit from the revolution.

What’s driving the change?

There are 3 principles around which…

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Recently I’ve been making pretty good progress with my meditation.

I’ve been using a book called The Mind Illuminated by Culadasa which was recommended to me by a crypto investor called Chris Burniske on Twitter.

Initially I was taken by the book because I’d noticed how calm and eloquent Chris was on a podcast. He was on the What Bitcoin Did podcast and was being assaulted by the maximalist presenter. I was struck because he was able to hold his own incredibly well, and maintained this elongated calm as he spoke. …

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This is the first part of an ongoing series where I will critique and attempt to falsify my Outcomes Thesis.

My Outcomes Thesis suggests that in the next evolution of information technology the resource which is monopolised will be complex outcomes and solutions services.

Outcomes and solutions services in today’s world typically have a very heavy human component and are a composite of sales, business development and customer success. My thesis suggests that technology will eat this layer of the stack in the next era of IT and that production of this technology will be the next monopolised resource.


The next 25 years will be shaped by solutions-focused services

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Meshed Solutions Networks – Photo by VanveenJF on Unsplash

Cycles in Information Technology

Information technology cycles are fundamentally driven by the cost of producing a particular resource, and the consolidation of power over the means of producing that resource.

The basic cycle is as so —

  1. a new technology emerges which brings down the cost of producing a currently-monopolised resource
  2. new organisations are able to enter the market
  3. this drives the margins of monopolistic incumbents down
  4. new users/business models/entrepreneurs are attracted to the space
  5. these new businesses consolidate through vertical/horizontal expansion
  6. new entrants can’t compete
  7. repeat

We’ve seen this countless times in the industry — IBM monopolised hardware, Microsoft software and most recently…

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Photo by Simon English on Unsplash

My fundamental reason for being interested in crypto is that history predicts a revolution in information technology is ripe. On top of that, the micro-trends would suggest that that is indeed what is happening.

Given the assumption that crypto will be huge, my head is mostly filled with these questions —

  • where do I believe value capture is going to take place and over which time horizons?
  • what is a good investment strategy today?
  • what are the real business model opportunities in the crypto world?

A few weeks ago I had a fairly clear idea about where value capture was…

Jay Bowles

Founder Rebase — blockchain research, investment and education

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