1/ I’ll be on CNBC @PowerLunch at 2:50 pm ET to talk about “the Bitcoin Effect”

When @coinbase IPO’s (using @polymarket predictions re: price) it will be in the top ten publicly listed financial institutions in America, despite having 1/10 of the AUM of its nearest competitor

2/ But, we are just getting started.

Coinbase and banks are tiny compared to the real players - digital platforms like Apple, Amazon, Google, and Facebook.

See page 94 of our 2019 Crypto Trends report -
https://coinshares.com/research/2019-crypto-trends-report

3/ Crypto is changing capital markets and finance

I became a bitcoin convert in 2012

9 years & $2.8B in AUM later, I’m more convinced than ever that crypto is the future

At @CoinSharesCo, we see 3D’s – Digitisation, Driverless Banks, and Distribution

https://real-time-attest.trustexplorer.io/coinshares 

4/ Crypto used to be a short term game.

It has become a long term game with serious players.

The investors I talk to don’t care about price fluctuations - they want to know:
(1) is the world going to be different? and if yes,
(2) how they can position for that future

5/ Last year, Alipay had 1.3 B active users and processed $17 trillion of transactions

PayPal processed less than $1T in transactions despite having 300M users

Bitcoin and Ethereum each processed over $1T in transaction volume in 2020

6/ We are just getting started. With an estimated 300M crypto users, the world is just waking up to the potential.

I look forward to sharing more in the near future…follow me and @coinsharesco to get the latest!