The Year Ahead – Jan 2023 Following what was a difficult year for the blockchain industry in 2022, we discuss some of the major events in a year-in-review recap. The investment team also shares their perspectives on how 2023 may unfold, including insights into which sectors we are monitoring for potential growth. Founder and Managing Partner Dan Morehead also discusses his view on the digital asset markets in the broader macro context.
A **Positive** Black Swan – Aug 2023 In an interview with Jay Clayton at the Bloomberg Invest Conference, Dan predicted that regulatory clarity could be the **positive** black swan nobody was expecting. It happened. After the longstanding lawsuit between Ripple and the SEC, a judge ruled that XRP in and of itself is not a security. We discuss the potential implications of this ruling on our industry, including a recap of the details of the case.
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