Insights

10SQ to launch its first dedicated Attention Economy Fund. The opportunity to invest in the attention economy is unusually aligned: technology (generative AI, new distribution platforms), finance (stablecoins), culture (creators with thousands of true fans), and regulation are all converging.

Growth drivers of the crypto industry in 2025, 10SQ vision for 2030, 10SQ portfolio highlights, and key crypto news in December: Tether, Exodus, MasterCard, JP Morgan.

The post-election crypto rally, roadmap of regulatory changes in the year ahead, launch of options on crypto ETFs, stablecoins go mainstream with Stripe's acquisition of Bridge.

10SQ takeaways from Solana Breakpoint and Token2049; BlackRock's spot Bitcoin ETF options listing approved; Japan’s major banks, DBS, PayPal, Revolut, Google Cloud, Hivemapper.

Tether’s record 1H'24 profit, Circle’s MiCA license, California DMV’s push into tokenization, updates on Telegram, Talos, Figment, and Polymarket

Crypto M&A restarting, progress in crypto US regulation, rebound in crypto venture activity, IPO candidates

The implications of the fourth Bitcoin halving; Stripe’s re-entry into crypto; BlackRock’s success with Spot Bitcoin ETF; EY’s adoption of blockchain for enterprise contract management; 10SQ’s Superlogic investment thesis.

Superlogic’s user friendly loyalty solution will enable millions of people to own and utilize an NFT for the first time in their day-to-day purchases. TenSquared Capital is excited to partner with Superlogic to scale and accelerate its business.

Japan's Pension Fund is exploring crypto; the rise of institutional crypto staking; the impact of the Ethereum Dencun upgrade; 10SQ takeaways from the major industry events ETH Denver 2024 and NFT Week Paris.

Coinbase's 2023 performance highlights; UBS and Citibank’s involvement in tokenization; Telefónica partners with Chainlink and Helium; the case for blockchain-based loyalty; Web2's growing interest in Web3+AI.

Successful launch of spot bitcoin ETFs; Visa starts a Web3 loyalty engagement; the Chinese government has big plans for the country’s Web3 sector; highlights of crypto developer activity and Layer2 networks growth in 2023.

The crypto recovery in all market segments; a surge of blockchain activity among traditional financial institutions: J.P. Morgan, CBOE Digital, UBS, SBI, DBS, and SocGen; renewed IPO plans of Circle; Binance’s historic $4Bn settlement with US regulators.

Multi-billion dollar net capital inflows in the digital asset industry expected as impact of the ETF approval; new products and deals from J.P. Morgan, HSBC, and DTCC; RWA tokenization is gaining momentum; Web3 initiatives boosting the bottom line of Web2 FinTech incumbents.

New blockchain-based products from major traditional finance players, Ethereum’s network revenue surpassed $10Bn in six years, NFT-related patent applications reveal ongoing innovation activity by major brands.

New developments: possible spot Bitcoin ETF approval, participation from major TradFi players like PayPal, Lufthansa, Coca-Cola, new viral consumer tech like friend.tech.