JUST THE BLOCKCHAIN ESSENTIALS
WHAT ANY INVESTOR NEEDS TO KNOW ABOUT BLOCKCHAIN
If you are new to blockchain this page provides a set of key educational resources that we think will help you understand the importance of these new technologies and the benefits that they bring for users in terms of access, cost, speed and better risk management. There are also resources explaining why they may represent an attractive opportunity for investors
UPDATED JANUARY 2024
Macro Context: The Era of Unprecedented Innovation that we are Living Through
1. Our free ebook, “The Fifth Era“ and our webinar, “The Fifth Era”
Introduction to Bitcoin & Scarce Monies
2. Satoshi Nakamoto’s “Original Bitcoin whitepaper”
3. Upfolio’s “Bitcoin Explained” for a simple illustrative overview
4. Matt Huang’s "Bitcoin for the Open-Minded Skeptic"
5. Castle Island’s whitepaper "Cryptodollars: The Story So Far"
6. Alden's "7 Misconceptions About Bitcoin" and "The Fraying of the US Global Currency Reserve System"
7. Paul Tudor Jones' May 2020 Letter "The Great Monetary Inflation"
8. Michael Saylor of MicroStrategy on “The Big Long”
Broad Blockchain Industry Overview
9. FTP Securities overview of “The Blockchain Economy”
10. CVVC & PWC “Global Blockchain Report 2022”
Investing in Bitcoin and Crypto For Wealth Advisors, Allocators and Investors
11. Bitwise and VettaFi’s “2024 Benchmark Survey of Wealth Advisors”
12. Institutional Investors 2023 “Digital Assets Outlook Survey”
13. EY and Parthenon 2023 “Institutional Sentiment Towards Blockchain and Digital Assets”
14. CFA special paper with Bitwise, “CFA guide to Bitcoin, Blockchain and Cryptocurrencies”
15. Fidelity’s “Bitcoin First” thesis on Bitcoin’s role in portfolios (Jan, 2022)
16. Fidelity’s “Cryptocurrencies and Wealth Advisors”
Essentials for Investing In Blockchain Ventures
17. Our webinar “Blockchain Coinvestors Investment Thesis”
18. Our webinar “Options for Investing in Blockchain and Crypto”
Digital Assets, Decentralized Finance (DeFi), NFT’s and the Metaverse
19. Fidelity’s “Digital Assets”
20. Fidelity’s “About Ethereum” introduction to Eth, smart contracts and dApps (May, 2022)
21. McKinsey “Tokenization Market Outlook Report” (September 2023)
22. Kearney and Ashurst on “The Securities Industry: A Digital Future Beckons”
23. BNY Mellon's "The Rise of Tokenization" Report (Sept, 2022)
24. Decrypt’s “Ultimate Beginner's Guide to Decentralized Finance” (Jan, 2021)
Regulation
25. SEC Commissioner Hester Pierce: Lawless in Austin Speech
26. Board of Governors of the Federal Reserve System - The US Dollar in the Age of Digital Transformation
Podcasts
27. On The Brink with Castle Island’s Matt Walsh and Nic Carter
28. The Breakdown with Nathaniel Whittemore
Newsletters
29. Hunter Horsley and Matt Hougan at Bitwise
30. Bart and Brad Stephens and Spencer Bogart at Blockchain Capital
31. Lou Kerner at Blockchain Coinvestors & CryptoOracle
32. Matt Walsh and Nic Carter at Castle Island
33. The 'Blockchain Letter' by Pantera, feat. Dan Morehead
Books For Those With More Time
34. Digital Gold by Nathaniel Popper is perhaps the best historical synthesis
35. Blockchain Competitive Advantage is our own blockchain investment thesis in the context of the Fifth Era
36. Our own The Ministry of Bitcoin is just for fun