OPtimising

long-term

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  • Crypto & Web 3.0 business models
  • Industry sectors and their competitive positioning
  • Macro analysis and investment psychology
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LATEST IDEAS

Blockchain society: trustless, cryptographic, ledger-based

Blockchain society: trustless, cryptographic, ledger-based

A fundamental proposition of the blockchain economy and Web 3.0, is to eliminate, as much as possible, the need to trust counterparties and intermediaries. Is it actually possible to eliminate the need for trust, in fact a fundamental mechanism in human interactions?...

Net-Zero vs. Net-Impact

Net-Zero vs. Net-Impact

Is a company with large CO2 emissions worse than a company with net-zero emissions? Not necessarily. “Net-Zero” vs. “Net-Impact” Net-zero means that one emits CO2, but an equal amount of CO2 is removed from the atmosphere. A typical example would be emitting CO2 from...

Will crypto really change our system?

Will crypto really change our system?

Is the crypto transition dead or just temporarily taking a break? These are usually useful times to reflect with a long-term orientation. Apart from the widespread and not unreasonable idea that Bitcoin can be seen as a digital form of gold, a long-term storage of...

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