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Latest Newsletters

  • Commercializing Canada’s AI Advantage
    Commercializing Canada’s AI Advantage
    Canada has long been a hotbed of AI research, training and talent. Nobel Laureate Geoffrey Hinton’s pioneering work on machine learning and neural networks at the University of Toronto helped lay the groundwork for today’s…
    Cryptocurrencies
    Web3
  • Is Trump Still Good for Crypto?
    Is Trump Still Good for Crypto?
    Wall Street and the world are finally waking up to the troubling reality that Trump’s tariff tantrums are not going away, threatening global growth, reshaping alliances, and disrupting the world order. For now, he also…
    Cryptocurrencies
    Web3
  • What the Heck is a Strategic Crypto Reserve?
    What the Heck is a Strategic Crypto Reserve?
    Last weekend, President Trump announced the formation of a strategic crypto reserve made up of Bitcoin, Ethereum, Solana, XRP, and ADA. While the announcement provided a jolt to markets, that quickly wore off as the…
    Cryptocurrencies
    Web3
  • The Revenge of Crypto Fundamentals
    The Revenge of Crypto Fundamentals
    The memecoin bubble has finally burst, and the broader market has entered correction territory. The end of memecoin mania is a welcome development. As we have long maintained ( link), memecoins are at best a…
    Cryptocurrencies
    Web3
  • Shining a Light on Solana
    Shining a Light on Solana
    I'm on vacation this week but still managed to record a really terrific podcast with Leah Wald and Max Kaplan, CEO and CTO of Solana Strategies (HODL:CSE). The conversation has us thinking more deeply about…
    Cryptocurrencies
    Web3
  • My Thoughts on AI and Crypto Following the Celebration of the Ninepoint Crypto and AI Leaders ETF
    My Thoughts on AI and Crypto Following the Celebration of the Ninepoint Crypto and AI Leaders ETF
    This week, I was honoured and delighted to open the Toronto Stock Exchange as we celebrate the Ninepoint Crypto and AI Leaders ETF. Every so often a new technology emerges that transforms the economy and…
    Cryptocurrencies
    Web3

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