For those who want more risk than public equity markets provide, a long tail of speculative assets are exploding – digital collectibles, DeFi, Bitcoin. Bitcoin grew more than 5x YoY. Collectibles like NBA Top Shot did $60m in sales in a week. DeFi (decentralized finance), the infrastructure powering the casino of crypto, had a $40b influx in the pa... See more

The most anticipated technology disruption in the gaming industry today revolves around cloud gaming where gamers no longer access titles through dedicated hardware (PC, console, mobile). As access to software-based game titles shifted from physical goods (CDs) to digital (virtual download), hardware-based access points will also shift towards digi... See more