Blockchain Macro Trends - Slides from BeyondBlocks.com presentation in Tokyo April 2018

1. Fran Strajnar
Co-Founder & CEO
Twitter: @Techemist
Email: fran@techemy.co
//Techemy.co

3. Assumption: 4th SuperClass of Assets is Born

4. As humans we think linearly…

5. …but the world is changing exponentially

8. Example; 3D Printing
• Digitizing: Manufacturing
• Deceptive: Very slow growth stage
• Disruptive: Enter market 5yrs ago and now changing the
entire manufacturing field
• Dematerialize: Inventory
• Demonetized: Don’t need to carry Inventory. “In the
Cloud”.
• Democratized: “I Build locally on demand”.

12. Technology adoption rates

13. “A Technology that happens to be an Asset Class”

15. Quick Recap
2009 to 2018+

16. 1st Wave: Enthusiasts (Innovators)
• 2009 – 2010
• $0–$1
• Cryptographers, Computer Scientists and
Cypherpunks
• On/Off Ramps: Peer to Peer. Manual. Chat
groups/forums/IRC etc

17. 2nd Wave: Lunatic Fringe (still pre early-adopters…)
• 2010 – 2012
• $0–$30
• Early tech adopters, ideologically motivated
investors/libertarians
• On/Off Ramps: Chat groups/forums/IRC etc

18. 3rd Wave: Early Adopters
• 2012 – Dec 2013
• $250–$1,120–$182
• Early retail and institutional investors
• On/Off Ramps: MtGox, TradeHill + (couple other
exchanges in 2013), Chat groups/forums/IRC

19. 4th Wave - Early Majority
• Jan 2014 – Dec 2017
• $1,120–$19,900
• Early Majority Retail, Institutional - still no sovereign….
• On/Off Ramps: 160 Exchanges, 20+ OTC desks,
CBOE/CME Futures, NASDAQ Trackers, 150+ Crypto
Funds, micro investing platforms (retail).

20. 5th Wave - Late Majority
• 2019-2022
• $6,000 - $200,000
• Late Majority - all market participants including sovereign
wealth funds.
• On/Off Ramps: 300 Exchanges, scalable DEX’s, ETF’s and
various ETP’s as well as Structured Income Products,
Options, Swaps, and a Kaleidoscope of derivatives.
Products/on-ramps for every vertical.

21. Common Theme:
It’s all about Access!

22. Addressable Market; 4.9B people by 2020

23. 6 D’s of Cryptographic Assets:
• Digitizing: Value
• Deceptive: Very slow growth stage
• Disruptive: Enter market 2016 and now changing the
entire Finance & Commerce field
• Dematerialize: Ownership & Access
• Demonetized: Transfer Agents & Middle Men of all sorts
• Democratized: “Life as a Service”. Universal Ownership.

24. 1) Digitization (Of Value)
2009 to 2011
• First Bitcoin then clones (“Stores of Value”)
• Then Utilities (“Access”)

25. 2) Deceptive (Growth)
2011 to 2016 – very slow growth
• 2009 – 2012: $2.13m funding (VC)
• 2013: $95.05m funding (VC)
• 2014: $362m funding (VC)
• 2015: $490.48 funding (VC & first token sales)
• 2016: $1b funding (VC & token sales)
• 2017: $4b funding (Mostly token sales)
• 2018: Q1 already over $3b in token sales.
• 2019: $50B in token securities + regular VC
• 2020: $250B+ in tokenization.

26. 3) Disruptive (Growth)
2016 – 2019 Changing the entire value transfer system
• Smart Contracts (2015)
• ERC20 standard (barrier to entry drops 100x)
• Verified Tokens (late 2018)
• Digital Objects (2018 – 2022)
• Exponential growth in $ value transferred via a
blockchain (FinTech/Payments disruption)

27. 4) Dematerialize (Liquidity)
2019 – 2022
• Ownership
• Crypto is the payment method for people and
machines to commerce for goods/services on-
demand
• Access
• Pay as you consume in real time. Per packet, per
use. Conventional SaaS is Dead!

28. 5) Demonetize (Middle Men)
2019 – 2022
• Transfer Agents & Middle Men of all sorts
• 30% of the world’s “Value” expressed by a
Cryptographic token by 2022
• Standards, regulation and infrastructure required

29. 6) Democratize (Ownership)
2019 – 2022
• “Life as a Service”. Universal Ownership
• Property, Transportation, Utilities, Recreational, etc
• AI/M2M Economy
• First Trillionaire will be an AI

33. The next 5 years:
• Protocols and Standards:
• Regulation (give us the rules to get on with business)
• ISO’s & Taxonomy
• (ST) Verified Token Standards
• Capital Markets:
• Security Token Exchanges
• Self-Sovereign Digital Identity
• Networks always end up demanding inter-operability:
• Decentralized Exchanges
• Scalable Blockchains (LN etc)
• Inter-operability solutions (Atomic/Cross-chain + Middleware)
• Stupid-Proof UX/UI:
• Custody Solutions (Even Decentralized ‘Bio’ Key Management)

37. Fran Strajnar
Co-Founder & CEO
Twitter: @Techemist
Email: fran@techemy.co
//Techemy.co