On Music NFTs
Why music NFTs are the epicenter of crypto-enabled business model innovation.
The Four Dynamics Shaping Global Private Markets
Four trends in private markets present urgent and existential risks to fund managers. It is time to take action.
The Mandala
Scenes from Samsara and the architecture of investors’ assumptions.
The Return of Anarchy
Russia’s invasion of Ukraine has changed the world irreversibly in important ways.
The Global Market for Talent
Elite labor is increasingly tradable. What does that mean?
Portico’s New Look
A refreshed brand with a refocused mission.
The DAO of (Risk) Capital
Will decentralized autonomous organizations disrupt the VC / PE model?
The Great Unlock
Several compelling products and strategic moves suggest EM private markets may be about to get a lot more exciting.
The Mission & The Model
Portico tussles with a tension between its mission and its business model. Ray Dalio states the obvious. Stablecoins, CBDCs & ZK Proofs. Nasdaq Private Market. EM SPACs. Catch-22.
Hands-on Value Creation
Blackstone is a principal beneficiary of the consolidation of alternatives / private markets. It stewards $649 billion in assets under management. According to its 10-Q, Blackstone collected $1.18…
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