Weekly Note
📝#78: Web3 Loyalty's Comeback
Hey, it’s Marc. ✌️ This weeks field notes, your 100% signal in Web3:
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Case Study: Hugo Boss Steps Into Web3 Loyalty – Will They Succeed?
As Starbucks and Nike retreat from Web3, Hugo Boss goes all-in. Why? Here's all you need to know.
Insights
Web3's Power Play
Will Robinhood become Coinbase before Coinbase becomes Robinhood?
Weekly Note
📝#77: Where There’s Smoke There’s Fire
Hey, it’s Marc. ✌️
Signals
Pudgy Penguins: A Blueprint for Community-Led Brands
This is a comeback tale of an NFT project that wants to build the world's biggest character IP brand and go mainstream. Here's how they do it and the key learnings for your brand.
Weekly Note
📝#76: AI Tokens, Musk & Penguin Games
RTFKT x Nike. Mercedes-Benz' Web3 Strategy. Pudgy Penguins x Mythical Games. The Sandbox launches DAO. PayPal goes Solana. MasterCard launches crypto credentials. Musks xAI with $6B funding & more.
Weekly Note
📝#75: Brave New World
Hugo Boss launches Web3 loyalty program. Lamborghini goes Roblox. Reebok launches digital wearables. Dolce & Gabbana sued. SEC approves spot ETH ETF. Metamask integrates Bitcoin & more.
Insights
Did the Government Just Enter a Free Market Casino?
The SEC approved the spot Ether ETF today. This is monumental, but it has a catch. Here's all you need to know.
Weekly Note
📝#74: Biden vs. Crypto Trump
HUGO goes Roblox. Zara x Apple. Pudgy expands to target. Crypto's political showdown. Uniswap x Robinhood. Apple x OpenAI. OpenAI's new real-time conversational chat. Top charts & more.
Insights
Where Physical Meets Digital: How tokenization unlocks new value for brands and consumers
Hey, it’s Marc. ✌️
Insights
From Consumers to Fans
How the next generation of consumers is reshaping brand engagement and sports fandom.
Weekly Note
📝 #73: A New Supercycle
Crypto goes mobile. Vodafone integrates crypto into SIM cards. RTFKTs new collection. Mercedes-Benz goes Farcaster. Solana x Google Cloud. Big week for ETFs. Microsoft's new AI model & more.
Weekly Note
📝 #72: Crypto's Trojan Horse
Telegram X TON: Crypto's trojan horse? Animoca Brands comes to Bitcoin. Roblox announces immersive ads. Blackrock invests in RWA company. Amazon's new genAI chatbot. Top charts & more.
Insights
Bitcoin’s New Asset Class (Without the VC-Tax)
Bitcoin Runes are Bitcoin's new fungible token standard that's highly relevant for builders, brands & corporates. Here's all you need to know.
Weekly Note
📝 #71: The Crypto Killer App
We're rebranding: New name, new home, new PRO subscription. Plus: Stripe ads crypto. Bitcoin Runes go live. CZ faces 3 years in prison. ConsenSys sues SEC. Telegram to tokenize stickers & more.
Insights
Dematerialzd is now FiftyOne Insights
Today we've got big news for Dematerialzd: A new name, a new PRO offering and a new podcast.
Weekly Note
📝 #70: The Next NFTs
Culture coins. Token2049's big themes. Bitcoin Runes. Adidas X STEPN. Nike releases new digital sneakers. Christie's & Ordinals. EigenLayer launches on mainnet. a16z 7.2B fundraise. Top charts & more.
Weekly Note
📝 #69: NFTs Didn't Work
The first-hand signal from NFT NYC. Telegram and Japan's Sony Bank go crypto. The rise of Memecoins. Funding Q1 snapshot. Record stablecoin supply. Paradigm plans $750M fund. Top charts & more.
Weekly Note
📝 #68: What now?
After Starbucks. Web3 loyalty for restaurants. BlackRock's first tokenized fund. RWA boom. London Stock Exchange launches ETN. Coinbase record volume. SBF gets 25 in prison. Top charts & more.
Weekly Note
📝 #67: Big Stakes
Starbucks ends Odyssey. Forbes goes Web3. Hugo Boss goes Roblox. Gucci on Apple Vision Pro. Grab Singapore goes crypto. BlackRock's tokenized fund. Big AI news from Apple. Fundings & more.