SlideShare a Scribd company logo
QWAFAFEW TALK
Dushyant Shahrawat, CFA
Block Chain: Trends,
Perspectives and Key Insights
Dec 15, 2015
QWAFAFEW Lecture on Blockchain_Dushyant Shahrawat
Let’s Do the Numbers…
$921 mill. Cumulative VC investment in Bitcoin
and Block chain companies
$121 mill. Largest funding total raised by Bitcoin
developer 21 Inc.
805 Number of early stage startups
30+ Financial institutions testing, analyzing and
investing in Block chain
11m Number of registered Bitcoin wallets in Sep
2015
106,000 Number of merchants who accept Bitcoin
Block chain technology is #1
innovation that Goldman Sachs is
investing in
Ex JPM execs remain committed to
Block chain despite top rival offers
R3 creates a consortium of securities
firms to agree to standards, and
develop use cases
VC Investment In 2015 Tops $500mill, 50% More Than In 2014
Q3’15
$87.5
Investor Base is Broadening with Corporates,VCs, Exchanges and FI’s
Jumping On The Bandwagon
Consider Block Chain in the Context of the Internet’s Evolution
Publishing
Brochureware
Ecommerce
Personalized,
Contextual service
What’s
Next??
“Bitcoin is to Block chain what
Pornography was to the Internet.”
We Are In Stage 3 of a 15 Year Evolution
2007-2009
EARLY STAGE GROWTH PLATEAU MATURITY
2010-2013 2014-2016 2017-2020 2020-2025
INCEPTION
Satoshi creates
Block chain
Few people even
know about it
Interest slowly
grows
Practioners,
private firms first
take notice
Startups begin
emerging
First Investments
begin
Mostly academics
involved Rising Popularity
Investment activity
explodes
Startups crawl out
of the woodwork
Amazing number of
use cases emerge
Governments take
serious note
VC Investment
slows markedly
Shakeout in
startup camp
Disappointment,
snake oil anyone?
Reality sets in
about use cases
Technology
matures, greater
standardization
Hype/pessimism
replaced with
pragmatism
Global agreements
and regulatory
rules mature
What Is It…
Benefits &
Characteristics...
Distributed Ledger Builds on Decentralized Systems
Source: WEF Draft Report. Not to be Reproduced
Four CharacteristicsDefine Distributed Ledgers
Source: WEF Draft Report. Not to be Reproduced
Benefits... and Challenges
Source: WEF Draft Report. Not to be Reproduced
QWAFAFEW Lecture on Blockchain_Dushyant Shahrawat
QWAFAFEW Lecture on Blockchain_Dushyant Shahrawat
Use Cases for Block
Chain
QWAFAFEW Lecture on Blockchain_Dushyant Shahrawat
QWAFAFEW Lecture on Blockchain_Dushyant Shahrawat
Many Applications Are
Emerging in Financial
Services
Three Major Use Cases Are…
Source: WEF Draft Report. Not to be Reproduced
Source: WEF Draft Report. Not to be Reproduced
Source: WEF Draft Report. Not to be Reproduced
Source: WEF Draft Report. Not to be Reproduced
Source: WEF Draft Report. Not to be Reproduced
Source: WEF Draft Report. Not to be Reproduced
Source: WEF Draft Report. Not to be Reproduced
Source: WEF Draft Report. Not to be Reproduced
Nasdaq’s Decision to Power Its Private Market Using Block Chain Is a
Major Endorsement
• Linq platform (part of Nasdaq’s Private Market) to run on block chain
• Brings liquidity, transparency and efficiency to private market
• Legitimizes ‘back of the envelope’ agreements
• Shot across NYSE’s bow, Nasdaq’s arch rival
Looking Ahead…
...What’s in Store
Bitcoin Infrastructure
(61 Companies)
Blockchain Innovations
(58 Companies)
Big Data (4)
Investments
(22 Companies)
Bitcoin Payments
(88 Companies)
Bitcoin Exchanges
(191 Companies)
Bitcoin Mining
(58 Companies)
Services
(74 Companies)
Bitcoin Financial Services
(112 Companies)
Bitcoin Wallets
(90 Companies)
News & Data
(52 Companies)
Trust (13)
Bitcoin
Gambling
(31 Companies)
Contact
info@venturescanner.com
to see all 738 companies
Bitcoin
MarketMap
We Are In Stage 3 of a 15 Year Evolution
2007-2009
EARLY STAGE GROWTH PLATEAU MATURITY
2010-2013 2014-2016 2017-2020 2020-2025
INCEPTION
Satoshi creates
Block chain
Few people even
know about it
Interest slowly
grows
Practioners,
private firms first
take notice
Startups begin
emerging
First Investments
begin
Mostly academics
involved Rising Popularity
Investment activity
explodes
Startups crawl out
of the woodwork
Amazing number of
use cases emerge
Governments take
serious note
VC Investment
slows markedly
Shakeout in
startup camp
Disappointment,
snake oil anyone?
Reality sets in
about use cases
Technology
matures, greater
standardization
Hype/pessimism
replaced with
pragmatism
Global agreements
and regulatory
rules mature
Some Factors That Could Jeopardize, or Slow Growth
• Regulatory change of heart
• Lack of international coordination
• Privatechainssplinter ongoing growth
• Slow adoption and lethargicpaceof development causeinnovation fatigue
• Powerful commercial interests get in theway
Dushyant Shahrawat, CFA
Dec 15, 2015
HAPPY HOLIDAYS!

More Related Content

PDF
Columbia Law School - Decentralized Ledgers Presentation on 4/7/2014
PDF
Blockchain and Bitcoin: Why You Should Care
PDF
Introduction to Blockchain and Cryptocurrencies
PDF
Intro to Bitcoin
PPTX
State of Blockchain Q4 2016
PDF
Cybernetic Economy Report 2015
PPTX
Blockchain, Finance & Regulatory Development
PDF
7 Things Banks should do with Blockchain
Columbia Law School - Decentralized Ledgers Presentation on 4/7/2014
Blockchain and Bitcoin: Why You Should Care
Introduction to Blockchain and Cryptocurrencies
Intro to Bitcoin
State of Blockchain Q4 2016
Cybernetic Economy Report 2015
Blockchain, Finance & Regulatory Development
7 Things Banks should do with Blockchain

What's hot (18)

PDF
The implications of blockchain for the insurance industry - Eurapco Peer Semi...
PPTX
Introduction to Bitcoin & Blockchain - Societing Summer School 2015
PPTX
The Hive Think Tank: Sidechains by Adam Back, President of Blockstream
PPTX
Cryptocurrencies, Blockchain & Smart Contracts: A General Introduction
PPTX
Why distributed ledgers
PPT
Cryptocurrencies: The Mechanics Economic and Finance
PPTX
AEF2016 - Макс Хаузер - Blockchain Technology and Applications in the Financi...
PPSX
Toward Money-over-IP? From Bitcoin to M2M Money
PDF
Blockchain technology and applications from a financial perspective
PPTX
Ovum blockchain for beginners
PDF
The future of Fintech and Blockchain
PDF
William Mougayar - Towards the Blockchain Economy
PPTX
Cryptocurrencies, Blockchain & Smart Contracts: The New Wave of Decentralizat...
PPTX
Investment Thesis on Distributed Ledger Technology in the Financial System
PPTX
Bitcoin, Blockchain, and IoT
PDF
Magister Advisors - Blockchain & Bitcoin in 2016 - A Survey Of Global Leaders
PPTX
Blockchain technology a primer
PPTX
Blockchain and Financial Services: Everything could be different - APEC
The implications of blockchain for the insurance industry - Eurapco Peer Semi...
Introduction to Bitcoin & Blockchain - Societing Summer School 2015
The Hive Think Tank: Sidechains by Adam Back, President of Blockstream
Cryptocurrencies, Blockchain & Smart Contracts: A General Introduction
Why distributed ledgers
Cryptocurrencies: The Mechanics Economic and Finance
AEF2016 - Макс Хаузер - Blockchain Technology and Applications in the Financi...
Toward Money-over-IP? From Bitcoin to M2M Money
Blockchain technology and applications from a financial perspective
Ovum blockchain for beginners
The future of Fintech and Blockchain
William Mougayar - Towards the Blockchain Economy
Cryptocurrencies, Blockchain & Smart Contracts: The New Wave of Decentralizat...
Investment Thesis on Distributed Ledger Technology in the Financial System
Bitcoin, Blockchain, and IoT
Magister Advisors - Blockchain & Bitcoin in 2016 - A Survey Of Global Leaders
Blockchain technology a primer
Blockchain and Financial Services: Everything could be different - APEC
Ad

Similar to QWAFAFEW Lecture on Blockchain_Dushyant Shahrawat (20)

PDF
Blockchain 2015: Analyzing the Blockchain in Financial Services
PPTX
Investing In Blockchain Startups - A Guide For Angels & VCs
PDF
Web3-Blockchain Research Q1 2022.pdf
PDF
Web3 - Blockchain Venture Research
PPTX
Blockchain Report 2017
PDF
Mindworks Ventures Blockchain Report 2017
PDF
Block chain - Applicability in Capital Market
PDF
Tracxn Blockchain Applications Startup Landscape Report - July 2016
PPTX
Global Trends In FinTech, focus on US and China
PPTX
Bloccelerate VC Webinar: Blockchain Winter 2019
PDF
170816 bvl chainstep_webinar_blockchain
PDF
DCG Enterprise Blockchain Workshop Oct 2017
PPTX
Understanding Emerging Technology - Blockchain
PDF
Nikolas Perrault | The Future of Blockchain
PPTX
Why we need to get savvy about blockchain
PPTX
Why we need to get savvy about blockchain
PDF
State of Blockchain 2017
PDF
Applied Blockchain - May 2020 - Issue 01
PDF
State of Crypto in 2019
PDF
Tracxn Research - Blockchain Landscape, November 2016
Blockchain 2015: Analyzing the Blockchain in Financial Services
Investing In Blockchain Startups - A Guide For Angels & VCs
Web3-Blockchain Research Q1 2022.pdf
Web3 - Blockchain Venture Research
Blockchain Report 2017
Mindworks Ventures Blockchain Report 2017
Block chain - Applicability in Capital Market
Tracxn Blockchain Applications Startup Landscape Report - July 2016
Global Trends In FinTech, focus on US and China
Bloccelerate VC Webinar: Blockchain Winter 2019
170816 bvl chainstep_webinar_blockchain
DCG Enterprise Blockchain Workshop Oct 2017
Understanding Emerging Technology - Blockchain
Nikolas Perrault | The Future of Blockchain
Why we need to get savvy about blockchain
Why we need to get savvy about blockchain
State of Blockchain 2017
Applied Blockchain - May 2020 - Issue 01
State of Crypto in 2019
Tracxn Research - Blockchain Landscape, November 2016
Ad

QWAFAFEW Lecture on Blockchain_Dushyant Shahrawat

  • 1. QWAFAFEW TALK Dushyant Shahrawat, CFA Block Chain: Trends, Perspectives and Key Insights Dec 15, 2015
  • 3. Let’s Do the Numbers… $921 mill. Cumulative VC investment in Bitcoin and Block chain companies $121 mill. Largest funding total raised by Bitcoin developer 21 Inc. 805 Number of early stage startups 30+ Financial institutions testing, analyzing and investing in Block chain 11m Number of registered Bitcoin wallets in Sep 2015 106,000 Number of merchants who accept Bitcoin Block chain technology is #1 innovation that Goldman Sachs is investing in Ex JPM execs remain committed to Block chain despite top rival offers R3 creates a consortium of securities firms to agree to standards, and develop use cases
  • 4. VC Investment In 2015 Tops $500mill, 50% More Than In 2014 Q3’15 $87.5
  • 5. Investor Base is Broadening with Corporates,VCs, Exchanges and FI’s Jumping On The Bandwagon
  • 6. Consider Block Chain in the Context of the Internet’s Evolution Publishing Brochureware Ecommerce Personalized, Contextual service What’s Next?? “Bitcoin is to Block chain what Pornography was to the Internet.”
  • 7. We Are In Stage 3 of a 15 Year Evolution 2007-2009 EARLY STAGE GROWTH PLATEAU MATURITY 2010-2013 2014-2016 2017-2020 2020-2025 INCEPTION Satoshi creates Block chain Few people even know about it Interest slowly grows Practioners, private firms first take notice Startups begin emerging First Investments begin Mostly academics involved Rising Popularity Investment activity explodes Startups crawl out of the woodwork Amazing number of use cases emerge Governments take serious note VC Investment slows markedly Shakeout in startup camp Disappointment, snake oil anyone? Reality sets in about use cases Technology matures, greater standardization Hype/pessimism replaced with pragmatism Global agreements and regulatory rules mature
  • 8. What Is It… Benefits & Characteristics...
  • 9. Distributed Ledger Builds on Decentralized Systems Source: WEF Draft Report. Not to be Reproduced
  • 10. Four CharacteristicsDefine Distributed Ledgers Source: WEF Draft Report. Not to be Reproduced
  • 11. Benefits... and Challenges Source: WEF Draft Report. Not to be Reproduced
  • 14. Use Cases for Block Chain
  • 17. Many Applications Are Emerging in Financial Services
  • 18. Three Major Use Cases Are… Source: WEF Draft Report. Not to be Reproduced
  • 19. Source: WEF Draft Report. Not to be Reproduced
  • 20. Source: WEF Draft Report. Not to be Reproduced
  • 21. Source: WEF Draft Report. Not to be Reproduced
  • 22. Source: WEF Draft Report. Not to be Reproduced
  • 23. Source: WEF Draft Report. Not to be Reproduced
  • 24. Source: WEF Draft Report. Not to be Reproduced
  • 25. Source: WEF Draft Report. Not to be Reproduced
  • 26. Nasdaq’s Decision to Power Its Private Market Using Block Chain Is a Major Endorsement • Linq platform (part of Nasdaq’s Private Market) to run on block chain • Brings liquidity, transparency and efficiency to private market • Legitimizes ‘back of the envelope’ agreements • Shot across NYSE’s bow, Nasdaq’s arch rival
  • 28. Bitcoin Infrastructure (61 Companies) Blockchain Innovations (58 Companies) Big Data (4) Investments (22 Companies) Bitcoin Payments (88 Companies) Bitcoin Exchanges (191 Companies) Bitcoin Mining (58 Companies) Services (74 Companies) Bitcoin Financial Services (112 Companies) Bitcoin Wallets (90 Companies) News & Data (52 Companies) Trust (13) Bitcoin Gambling (31 Companies) Contact info@venturescanner.com to see all 738 companies Bitcoin MarketMap
  • 29. We Are In Stage 3 of a 15 Year Evolution 2007-2009 EARLY STAGE GROWTH PLATEAU MATURITY 2010-2013 2014-2016 2017-2020 2020-2025 INCEPTION Satoshi creates Block chain Few people even know about it Interest slowly grows Practioners, private firms first take notice Startups begin emerging First Investments begin Mostly academics involved Rising Popularity Investment activity explodes Startups crawl out of the woodwork Amazing number of use cases emerge Governments take serious note VC Investment slows markedly Shakeout in startup camp Disappointment, snake oil anyone? Reality sets in about use cases Technology matures, greater standardization Hype/pessimism replaced with pragmatism Global agreements and regulatory rules mature
  • 30. Some Factors That Could Jeopardize, or Slow Growth • Regulatory change of heart • Lack of international coordination • Privatechainssplinter ongoing growth • Slow adoption and lethargicpaceof development causeinnovation fatigue • Powerful commercial interests get in theway
  • 31. Dushyant Shahrawat, CFA Dec 15, 2015 HAPPY HOLIDAYS!