Member Brief: Asset Class or Currency?

Is it an asset class or a currency? That depends on the volume spent on products. The argument against blockchain technologies has been that they will never evolve beyond something you hold. The argument for wider adoption is that we will eventually use it the way we use fiat currencies. The co-creator of Cash App believes the Block (formerly Square) will move the adoption curve as volume rises. A recent report by CoinDesk explained:

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Member Short: The WhoWhatWear Acquisition

Today, acquiring a media company is often not about the content they create. It’s about the audience that they curate and what that audience prefers to consume. At least, that’s the playbook for Future, a UK-based media company that owns a laundry list of specialized titles to include PC Gamer, Marie Claire, Homes & Gardens, Wallpaper*, Cycling News, Decanter, and Guitar World. Its most recent acquisition of WhoWhatWear (WWW) is the latest in a linear commerce play that signals where media is headed. It’s the timing that is most interesting. There are headwinds facing many in retail, I’d argue that linear commerce is a way to mitigate the resistance facing many businesses in the coming months and years:

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Member Brief: All About Food

Headed into the pandemic, Instacart was at risk. However, rumors of its demise proved to be premature as COVID bolstered our need for grocery convenience. A January 2021 Forbes article on the Apoorva Mehta-led company:

Este resumo para membros foi elaborado exclusivamente para Membros executivosPara facilitar a associação, você pode clicar abaixo e obter acesso a centenas de relatórios, à nossa DTC Power List e a outras ferramentas para ajudá-lo a tomar decisões de alto nível.

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