Biotech Platforms Valuation: From mRNA to AI Explained
Mackenzie published a detailed quantitative analysis of biotech platforms. Good place to start to understand how platform companies from Moderna with mRNA to Isomorphic with AI reach patients and are valued in markets.
AI Agents Boost Crypto Demand Through Digital Transactions
AI agents aren't going to go down the street to an ionic column, marble bank to get a normal bank account, and transact in paper money. They have to use electronic money. So, as AI agents become more impactful, they...
Tom Lee Discusses Macro, Regulation, On‑Chain Finance Evolution
Looking forward to a great conversation with @fundstrat (Tom Lee) today at Ondo Summit at 10:40am EST. We'll discuss the macro environment, regulation, and the evolution of onchain finance.
Exploring Liquidity Pathways for Crypto Companies at CFCST
Excited to speak at @cfcstmoritz alongside @bgarlinghouse and @cferraro06 on pathways to liquidity for crypto/blockchain companies. Date: Thursday, January 15 Time: 2:45-3:20pm CET https://t.co/XVoqkT97yn
JPMorgan’s ‘Debasement Trade’ Signals Crypto’s Institutional Rise
JPMorgan is now talking about the "Debasement Trade". @raoulgmi and I have been talking about it for over 10 years! We sat down to discuss the macro backdrop and what it means for crypto: – Global debt trap and fiat debasement – Inflation and...
Blockchain's Next Move Amid Expensive Equities, Says Morehead
Enjoyed sharing my views on the current macro environment and where I believe blockchain is heading next at @blockworksDAS with @MikeIppolito_
Bitcoin’s Dual Role and Rising Blockchain Adoption Highlighted
Enjoyed sitting down with @WilfredFrost to share my views on bitcoin as both a store of value and a medium of exchange, the case for DATs like $HSDT @Solana_Company, and the equity market's embrace of blockchain this year. Watch the full...
Crypto Market Outlook Discussed Live with Mike Ippolito
Excited to speak with @MikeIppolito_ on where the crypto markets are heading next at @blockworksDAS Main Stage, Tuesday, 10:30am BST
