Everyone describes their initial look at blockchain and web3 as “going down the rabbit hole”. It starts simply with Bitcoin and cryptocurrency. Then they go to Ethereum. But then it quickly becomes a sea of confusing, contradictory, and usually half-baked topics. Such as: Decentralized vs. centralized platforms and systems. DAOs (decentralized autonomous organizations) and other […]
Web3 is the next generation of the internet, built on blockchain technology. It has the potential to revolutionize many industries, including finance, healthcare, and education. In this article, Jeff Towson discusses five important concepts that businesses need to understand in order to succeed in Web3.
In this podcast, Jeffrey Towson discusses how Uniswap’s protocol is a threat to Coinbase’s PPH marketplace. He argues that Uniswap is more decentralized and efficient than Coinbase, and that it is likely to attract more users and liquidity. Ultimately, the success of Uniswap and Coinbase will depend on a number of factors, including the adoption of decentralized finance, the regulatory environment, and the competition from other exchanges.
There is a lot of talk about how web 3.0, which is about protocol networks, is going to disrupt web 2.0, which is about platform business models. I’ve given you my take on this in three articles: How to Think About Web 3.0 Business Models (1 of 3) (Asia Tech Strategy – Daily Article) Platform-Protocol […]
In this podcast, Jeffrey Towson discusses how web 3.0 companies like Coinbase are different from traditional web 2.0 companies. He argues that most successful web 3.0 companies are platform-protocol hybrids. Towson also discusses the future of web 3.0 and how it will impact the global economy.
In Part 1, I did a quick summary of the strange mix of ideas that is “web 3.0”. Blockchain, a new technology paradigm that will be built upon for decades. New forms of governance based more on consensus and community. How to disrupt corporate and government authority and shift control and benefits back to users […]
Right now, the venture capital types are all talking about “web 3.0”. Very big names are arguing that this is the big new tech paradigm. But really this is about blockchain, which is a much bigger and more important technology than I had appreciated. When I look at the digital world, I now put things […]
In Part 1, I laid out how to think about physical networks. For logistics, that means lots of warehouses and trucks doing various routes between them. In Part 2, I talked about one of the big competitive advantages of logistics networks, which is network effects. Note: These are significantly different than the network effects we […]
Ok. Let me see if I can impress you today. In Part 1, I wrote about ANE Logistics, an interesting Chinese company. But I really wanted to make a few points about the nature of logistics and physical networks: There is a difference between networks, platform business models and network effects. Physical networks are different […]
Logistics in China / Asia has been on my short list for a long time. There is a lot to like about this space. Logistics has a long-term secular growth trend. As countries and regions develop and grow, they generally ship more and more things around. It’s a slow but steady trend. We see that […]