Insights

Insights.

Research and commentary. The complete archive from gda.group is below, pending the editorial decisions noted against each item. Announcements from the firm and its holdings are on News.

ResearchOctober 202411 min

The Disruption Premium — What happens to a multiple when an incumbent builds a technology business

Established companies trade on the multiple their sector is assigned. Technology businesses do not. When an incumbent builds one credibly, the market has to decide which rule applies — and the gap between those two answers is the largest unpriced opportunity available to a public company board.

Insights.

The Disruption Premium — What happens to a multiple when an incumbent builds a technology business

Agent-as-a-Service — The operating model that replaces seat licences in enterprise AI

The Disruption Premium — What happens to a multiple when an incumbent builds a technology business

RWA distribution — The missing rail between tokenized assets and the people who would hold them

Play-to-earn failed. Play-for-Gold is what replaces it. — Why rewards denominated in real-world value survive what token emissions could not

Grwth Army launches in partnership with GDA Capital

GDA Capital acquires Omni3, expands into Singapore with new gaming lead

ERC-7621: the future of asset management on the blockchain

GDA Capital to host third annual Global Family Office Summit

The biggest crypto hub: which country is best for developers and investors?

Top 3 ways to invest in the metaverse in 2022

What is ERC-4626?

Top takeaways from MIT’s review of ETH 2.0

Ukraine’s impact: will the global financial system split in three this year?

Ready to earn dividends for wearing clothes? It’s now a reality in the metaverse

Asia Disruptive Technology Conference summary

Can blockchain help with surveillance? Digital Asset Digest Vol. 81

Is the crypto market barking up the wrong tree? Digital Asset Digest Vol. 80

Research release: State of the Metaverse

The charts, they never lie: Digital Asset Digest Vol. 79

How much are cryptos really worth? Digital Asset Digest Vol. 78

2021, the year of crypto startups: Digital Asset Digest Vol. 77

Is Chainlink the Google of crypto? Digital Asset Digest Vol. 75

Metaverse research: Upland

Metaverse research: Cryptovoxels

Metaverse research: The Sandbox

Metaverse research: Somnium

Europe Disruptive Investment Summit

Coinbase Institutional MicroStrategy case study

GDA Group launches Global Fund Management to provide digital asset exposure for investors

Zero to DeFi

Michael Saylor of MicroStrategy on the Pomp Podcast

Introduction to Bitcoin by Andreas Antonopoulos

Bitcoin as an alternative investment

The Great Monetary Inflation

Nakamoto Institute

The Bitcoin Standard

Bitcoin white paper

Custody research report

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