Blockchain’s Trillion Dollar Futures

Like many people who’ve been following the blockchain space for a long time, I try to learn, unlearn and revise my opinions on it. I’m going to try to capture where my views stand as of November 2018 by dedicating posts to different parts of the ecosystem that could end up creating trillions in future value:

1. Higher Order Antifragility: Why I’m Still Bullish on Crypto as Store-of-Value
2. It’s About Values, But Values Don’t Always Win: Why I’m Bearish on Web 3.0

Note: I deliberately avoid discussing private blockchains. They have nothing to offer over well-designed, well-built software that uses no blockchains. Between trusting parties, any use of blockchain isn’t only pointless, but also a terrible design choice (my post about web 3.0 might give you an idea about why). Suits don’t get fired for choosing private blockchains in 2018, but they most likely should.


Thanks to my friends Matthieu Courtin (Kenetic), Kenrick Drijkoningen (GGV) and Benjamin Joffe (HAX) for their thoughtful feedback & contributions.

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