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Analyse Asia

Dec 22, 2022

"Yes FTX was a very large institutional player, Genesis whatever happens out there was a very large institutional player and so it'll take a lot of time for the fallout to fully play out. But just taking a step back and looking at the big picture, none of this has any impact on crypto's multi-year arc towards...


Dec 14, 2022

"If you look at over 30 years, China equities have returned zero, basically gone up and gone back down to where it was 30 years ago.  It was shocking. So the other thing that is hard to believe, I think we're entering a period of even greater uncertainty now than where we were six months to a year ago. Opening up is a...


Dec 8, 2022

"What we did instead is we did not. The market rallied. We were just clouded in our judgment and we were not scaling the firm the way we should have. So that was probably one big one. The other one was after the liquidation I should have just had blinders on to the media and focused on creditors only and probably just...


Dec 5, 2022

"For me, it's only about daily active users. I feel in the next five years, especially for the whole ecosystem. I'm not talking about Polygon first - let's say for the whole blockchain ecosystem… In [the] next five years, if we don't reach somewhere between 50 to 100 million users, I think we would've failed...


Nov 29, 2022

"Because of the pandemic, we all became patients. We all became aware of diagnostic tools [and] therapeutic interventions.  The level of awareness that exists now around this specific topic is very high, but it also translates into us being more aware of why it's important to be preventative. The mask is preventative,...