Ethereum check in
As we approach another fast-moving year in crypto, so much is new, but there are still old questions being asked. Many investors remain totally baffled by the number of digital assets available. What exactly is the point of so...
Innovation Funds
Holon Photon Fund
Insights
Web 3.0 Adoption – the incentives are coming!
The radical world of play-to-earn. How can a game that doesn’t exist be worth $US10 billion? In recent months I have been down yet another crypto rabbit hole, trying to understand the ‘play-to-earn’ space which, on the surface, can...
Roku vs Netflix: Why not both?
Investors no doubt have seen the massive shift to online digital streaming over the last five years with the likes of Netflix, Disney, Apple, and Amazon. A less well-known company that fits this thematic is Roku, which is digitising...
How Holon’s data storage business works to deliver superior returns
One of the more misleading terms in the digital asset space is ‘mining’. The term stems from Bitcoin mining, where people use it to describe the process whereby, after allocating computer resource to the Bitcoin Network, you ‘find’ (or...
Why global disruptors are less risky than ASX ‘blue chips’
All investors are prone to bias. Many investors particularly like to generalise to mask a lack of understanding. A common generalisation we see is when clients and potential clients assume that innovative and disruptive companies in our portfolio do...
Investing in NFTs: Why can pixelated images be worth millions of dollars?
In March this year, this seemingly simple pixelated image below, Cryptopunk #3100 an NFT, sold for a staggering $US7.58 million. Source: https://www.larvalabs.com/cryptopunks/details/3100 … Welcome to the strange world of NFT’s! NFT stands for Non-Fungible Token. (Fungible essentially means...
Will these two Web 3.0 decentralised data storage companies make Dropbox obsolete?
When it comes to data storage, most investors would have heard of, and probably used, Dropbox to share files. But few would have heard of newer storage providers, ‘Fleek’ and ‘Slate’. These three companies/technologies illustrate a stark divide. Dropbox...
Filecoin Network Value drivers
Tokenomics: How do you value Filecoin? Many investors are considering adding cryptocurrencies to their portfolio, or even increasing their allocation. At the same time, crypto prices have been volatile. So investors are naturally asking the question: ‘What is it...
HTTP VS IPFS: How Filecoin can revolutionise the internet
Filecoin has been labelled the Airbnb of cloud storage and, within the digital asset space, there is a lot of excitement about the potential of Filecoin. But what does it mean to be the Airbnb of cloud storage, and...
Why Filecoin will be one of the largest start-ups in the world
“Show me the incentive and I’ll show you the outcome” -Charlie Munger. Web 3.0 innovation, Filecoin, is a decentralised cloud platform that is set to become the ‘Airbnb’ for cloud storage. Like Airbnb, Filecoin lets you rent out storage..
Bevan Slattery: A tech innovators success story
The regional Queensland centre of Rockhampton is not generally a place you associate with Australian tech innovators, but it is where one of Australia’s leading internet entrepreneurs and experts grew up. Bevan Slattery is far from a household name,...
Why MicroStrategy has successfully become the best Bitcoin proxy around
With the soaring price of Bitcoin investors could be forgiven for being a little anxious about the best way to invest in Bitcoin. After all, private keys, blockchains and decentralisation can be intimidating concepts. This is particularly true at...
Why Bitcoin is better than money
Investors would no doubt have seen headlines around Christmas about the remarkable surge of Bitcoin. The digital currency is now trading at $33,472, after rising 156% in just three months. The recent Bitcoin move is remarkable, and it is...
Founder profile: How Rod Drury used network effect to turn Xero into a global software giant
Many investors might not know that Rod Drury started cloud accounting software giant Xero in an Auckland apartment. Despite those humble origins, the company has surged to 2.45 million subscribers for its cloud products around the world and a...
ROKU: The streaming giant you’ve never heard of
Even though we had a significant lead time in understanding their value propositions, many Australian investors still underestimated the global investment opportunity of companies such as Afterpay and Xero. But it’s not just Australians who underestimate the world outside...
Why Web 3.0 is a threat and opportunity for portfolios
Most investors are no doubt aware of the impact of Web 1.0 (the birth of the internet delivering things like websites) and Web 2.0 – which gave us the likes of blogs and social media – have had on...
Bitcoin the future of money
We believe that we’re seeing the emergence of a new parallel global financial system being built from the ground up, underpinned by market-based money. ‘Bitcoin’ represents a technological breakthrough and paradigm shift in monetary policy. Is Bitcoin the future...
