"OLD" The Almanack of Perpetual DEXs - A Crypto Product with Real Market Fit
NB: This research was published in September 2024. DeFi and Perp DEXs Decentralized Finance (DeFi) has experienced remarkable growth in recent years, peaking at over $175 billion in total value locked (TVL) in late 2021. source: DefiLlama However, given DeFi's relatively short history, only a few products have achieved a solid market fit. This includes Perpetual Decentralized Exchanges (Perp DEXs): decentralized applications (dApps) facilitating the trading of a specific derivative product ca...
"OLD" The Almanack of Perpetual DEXs - A Crypto Product with Real Market Fit
NB: This research was published in September 2024. DeFi and Perp DEXs Decentralized Finance (DeFi) has experienced remarkable growth in recent years, peaking at over $175 billion in total value locked (TVL) in late 2021. source: DefiLlama However, given DeFi's relatively short history, only a few products have achieved a solid market fit. This includes Perpetual Decentralized Exchanges (Perp DEXs): decentralized applications (dApps) facilitating the trading of a specific derivative product ca...
The Great Tokenization
Tokenization will fuel the next crypto bull market and to validate this thesis, we have to look back at DeFi Summer. DeFi was the trade to be in during the 2020/21 crypto bull market, and it was where crypto investors made the biggest gains. During this period, DeFi dominated the crypto scene, and its tokens, like $AAVE, $UNI, $CRV, $CVX, and $MKR, delivered the best performance. My thesis is that the whole TradFi will be tokenized onchain, and assets like $ETH, $LINK, $COIN, and $ONDO are se...
The Great Tokenization
Tokenization will fuel the next crypto bull market and to validate this thesis, we have to look back at DeFi Summer. DeFi was the trade to be in during the 2020/21 crypto bull market, and it was where crypto investors made the biggest gains. During this period, DeFi dominated the crypto scene, and its tokens, like $AAVE, $UNI, $CRV, $CVX, and $MKR, delivered the best performance. My thesis is that the whole TradFi will be tokenized onchain, and assets like $ETH, $LINK, $COIN, and $ONDO are se...
Tokenization is the Next Trillion Dollar Industry
There is one crypto industry that has silently grown over 200% in the past year. It is being pushed by some of the most influential people and valuable companies in the world, and yet, crypto guys are still ignoring it. I'm talking about the tokenization industry, and I believe it will be valued in the trillions of dollars in the coming years. But what is the value proposition of tokenization, and which projects will win from this revolution? Here is everything I know about the tokenization s...
Tokenization is the Next Trillion Dollar Industry
There is one crypto industry that has silently grown over 200% in the past year. It is being pushed by some of the most influential people and valuable companies in the world, and yet, crypto guys are still ignoring it. I'm talking about the tokenization industry, and I believe it will be valued in the trillions of dollars in the coming years. But what is the value proposition of tokenization, and which projects will win from this revolution? Here is everything I know about the tokenization s...
How to Invest in the Tokenization Industry
We are at the beginning of a new financial revolution. The outdated financial system, which is slow and inefficient, is being replaced by blockchains, bringing global access, instant settlement and other major advantages. As of today, around $30B in different assets have already been brought onchain. By 2030, tokenized assets are expected to grow to over $5 trillion, which would represent a 166x increase from the current level. Securitize @Securitize $5 trillion in assets could be tokenized b...
How to Invest in the Tokenization Industry
We are at the beginning of a new financial revolution. The outdated financial system, which is slow and inefficient, is being replaced by blockchains, bringing global access, instant settlement and other major advantages. As of today, around $30B in different assets have already been brought onchain. By 2030, tokenized assets are expected to grow to over $5 trillion, which would represent a 166x increase from the current level. Securitize @Securitize $5 trillion in assets could be tokenized b...
Tokenization: The Next Financial Revolution
We are in the early days of a revolution that will bring trillions of dollars onchain and reshape the future of finance. The last major financial revolution happened with the internet. Paper was replaced by servers. Trading moved from physical locations to computers. Financial markets became faster, more digital, and more accessible. Traditional banks led this revolution, and as a result, they became some of the most valuable companies in the world. Today, we are at the beginning of another m...
Tokenization: The Next Financial Revolution
We are in the early days of a revolution that will bring trillions of dollars onchain and reshape the future of finance. The last major financial revolution happened with the internet. Paper was replaced by servers. Trading moved from physical locations to computers. Financial markets became faster, more digital, and more accessible. Traditional banks led this revolution, and as a result, they became some of the most valuable companies in the world. Today, we are at the beginning of another m...
