commentary

From Conference Rooms to the West Wing

Two Fridays off, and the reason for it.

The Starting Gun

The race is on and you're either in position or you're not..

What I'm Watching This Week

Three separate trends that aren't actually separate. Here's what I see.

What Wall Street Got Wrong About Tokenization (And What They're Quietly Getting Right)

Everyone Watches Sports. Almost No One Can Invest in Them.

Franchises have outperformed the S&P for decades. A new marketplace is about to change who gets access.

The Infrastructure Thesis

Why rails, not assets, capture the value in tokenized markets

The Velvet Rope is Gone: $18B in Private Credit Just Went Liquid

Why private credit is no longer private (and why you should care)

The SEC Blinks, and BlackRock Bridges the Gap

The biggest hurdle to crypto adoption isn't technology.. It's taxonomy.