Table of Contents​

1) Portfolio Rankings2) Disruptive Innovation Platforms3) Blockchain Crypto Assets4) Potential Monopolies 

Portfolio Ranking

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1. ETH | Ethereum

2. BTC | Bitcoin
3. TSLA | Tesla

4. PLTR | Palantir

1. LINK | Chainlink
2. GRT | The Graph
3. CRSP | Crisper

1. COIN | Coinbase

2. MANA | Decentraland

3. SND | Sandbox
4. AAVE | AAVE

5. NVTA | Invitae

6. FUV | Arcitomo

7. SSYS | Stratasys
8. DDD | 3D Systems
9. ENJ | Enjincoin
10. FIL | Filecoin
11. AR | Arweave

12. SNX | Synthetics

13. KULR | KULR Technologies
14. RUKO | Roku

Disruptive Innovation Platforms ⬇️ 

Deep learning, machine learning, data analytics, and other artificial Intelligent technologies are penetrating every sector, industry, and company on a global scale by automating knowledge and labor. 

• Machine Learning
• Deep Learning
• Data Analytics
• Cloud Computing
• Cyber Security

Battery Technologies are disrupting legacy fossil fuel energy systems with solar-electric energy systems. Electrical energy systems are increasingly efficient, cost-effective, and advantageous to the environment. As the demand for these technologies increases, trillions of dollars of investment capital will migrate away from fossil fuels to energy storage platforms.

• Energy Capture
• Solar Grid
• Electric Vehicles
• Robo Taxi
• Autonomous Vehicles

Gene editing technologies are transforming the treatment of chronic disease into curable conditions accelerating the demise of legacy pharmaceutical companies and traditional diagnostic testing businesses. The genomic revolution could lead to more effective and efficient health care, longer lives, and fewer surgeries. The advances will extend into agriculture and materials science.

• Gene Editing
• Immunotherapy
• DNA sequencing
• Next Generation Diagnostics

• Telehealth

The rise of 3D printing and robotics are transforming traditional manufacturing in the following industries: aerospace & defense, machinery, automotive parts, healthcare equipment, electronics, hardware etc.  Although the market for space exploration is at the beginning stages, reusable rockets, hypersonic flights, and space tourism should fill various unmet needs in the aerospace industry. 

​

• 3D Printing machinery & infrastructure
• Robotic production
• Reusable Rockets
• Hypersonic Flights
• Space tourism

Blockchains are cryptographically secured Tamper-proof database platforms that enable decentralized systems of information in the form of money, contracts, assets etc. Blockchains are the underlying technologies that enable Bitcoin, Ethereum, and every other Crypto asset.

1. Digital Store of Value
2. Web 3.0
3. Big Data
4. Decentralized Finance
5. NFT's
6. Metaverse

Blockchain Crypto Assets ⬇️ 

The Store of value layer of crypto is the most decentralized, censorship-resistant blockchain, enabling wealth to be stored or locked into the future without losing value to inflation or outright confiscation. Bitcoin retains the best store of value properties, often referred to as digital gold or the “ pristine collateral” layer of crypto.

• - BTC

Web 3.0 is the protocol layer of the world wide web that enables decentralized applications the way Web 2.0 uses the “TCP IP” protocol to support centralized applications like Netflix, Amazon, Facebook ext. In Web 2.0 applications the users are the product while they own, store and manage your private data. Web 3.0 applications or “Smart contracts”, are basically codified tamper-proof digital agreements that prove definitive truth while remaining decentralized and users own and monetize their data. Smart contracts enabled the decentralization of the entire global economy, providing users the right to monetize everything of value including global finance, data monetization, the tokenization of assets, stable currency, interoperability, and the Metaverse marketplace. 

• - ETH
• - ADA
• - DOT

The Decentralized Finance layer of Crypto is about building alternative finance, banking, and global trade activities through decentralized applications. Application activities include flash loans, yield farming, decentralized exchanges, lending and borrowing, all cheaper, faster, smarter, and open to anyone with a digital wallet. 

• - AAVE
• - UNI
• - SNX

Big Data Interoperable layers of crypto are tools and pipelines that interconnect blockchains, smart contracts, and real-world data in order to orchestrate the entire decentralized applications ecosystem. This ecosystem includes data retrieval, data verification, data indexing, data storage, oracle mechanisms, and other services further the blockchain ecosystem.

• - LINK
• - GRT
• - FIL
• - AR

Non-Fungible Tokens are Individual tokens attached to physical or digital assets and recorded on a blockchain to prove ownership. For example, Digital Art, Music, or a bottle of wine can be tokenized on the blockchain to prove ownership. The NFT layer enables the monetization of anything of value in a decentralized provable ecosystem.

• - THETA

• - ENJ

The metaverse is an entire crypto-based virtual world that replicates the physical world in a decentralized digital ecosystem. The Metaverse offers economic resources such as real estate, education, music, art, finance etc. 

• - MANA
• - SND
• - AXS

​Potential Monopolies ⬇️ 

Ethereum | ETH

Web 3

Ethereum is a decentralized application supercomputer producing utility at the protocol layer of Web 3. The platform enables the monetization of everything of value through smart contract applications built on the Ethereum Blockchain. Ethereum’s network enables the decentralization of global finance and global trade in an ecosystem where the data is owned by the users and the rules are completely transparent. Smart contracts have also enabled the monetization of everything of value through tokenizing physical and digital assets where ownership can be proven on a tamper-proof list or records. A virtual ecosystem called “The Metaverse” is also being developed on the Ethereum network where virtual economies of scale can exist, owned by its users. The Ethereum network also provides Stable-coin’s or decentralized stable currencies. Stable coins are pegged to the U.S Dollar as a stable currency with "instant settlement," cheaper fees, and offer a yield. If Ethereum's ecosystem is adopted the network will gain hundreds of trillions in value in the next decade.

| BlockchainIndustry | Decentralized Application software, Finance, Web 3.0Utility | Blockchain, Smart contracts, Decentralized Finance Protocols, Decentralized Autonomous organizations, Stablecoins, Non-fungible tokens.

Bitcoin | BTC

The Ultimate Store of Value

Bitcoin is the largest computing network in the world in the form of a deflationary monetary system. It's like a bank in cyberspace whose supply is completely fixed at 21million coins and remains resistant to inflation. Bitcoin is also censorship-resistant, unhackable, and resistant to confiscation. Bitcoin is often referred to as “Digital Gold” or “Pristine Collateral” for its unique properties of preserving value into the future. Its superior “store of value” features are disrupting traditional store-of-value mechanisms (Gold, Treasury Bonds, Equities, Fiat Currencies) and may very well be on its way to becoming the world's reserve collateral by the end of the decade.

| Blockchain Industry | Finance, Global trade, BankingUtility | Digital Store of Value, Collateral, Scarcity, Immutable, unhackable

Tesla | TSLA

Next Generation Engineering Platforms

Tesla is an engineering technology company innovating platforms for global energy, artificial intelligence, and transportation. Tesla’s battery technology paired with artificial intelligence is enabling fully autonomous electric vehicles across the entire transport industry along with transforming the entire energy market by capturing and storing solar energy. On a global scale, Tesla is the most disruptive force to legacy transport and energy industries and should capture tens of trillions of dollars in value in the next decade.

| Energy Storage, Artificial Intelligence, RoboticsIndustry|  Energy, Auto, Transports, Insurance, TelecommunicationUtility | Fully Autonomous Electric Transports, Autonomous Taxi Networks, solar cells, satellite Internet, mobile applications, Insurance, HVAC systems, Solar grids.

Next Gen. Data Analytics powered by Machine Learning

Palantir is a utility software company that integrates data analytics and machine learning to enrich human decision-making for real-world problems across all sectors and industries. Palantir’s Technology enables skill-specific workers to generate the computational output of 10 Ph.D.’s. Instead of hiring 10 Ph.D.’s to solve efficiency problems, private and public entities are outsourcing their problems to Palantir’s machine learning data analytics platform.

Gene Editing

Crisper is a programmable gene-editing technology enabling the control of gene processing and protein expression. Gene editing can lead to the curing of any disease. Intellia and Editas are Gene editing technology companies that aim to cure autoimmune diseases using Crispr and Gene editing. Invitae is a healthcare diagnostic research company providing personalized medicine through DNA diagnostics tools. Their diagnostic platforms deploy data that informs the treatment of disease ultimately leading to personalized medicine.

| GenomicsIndustry| Biotech, HealthcareUtility| Gene Editing,Immunotherapy, Personalized medicine, Life sciences

Decentralized Data Oracle

Chainlink is a decentralized oracle network that provides an interoperable network layer of crypto, enabling universally connected smart contracts. Oracles allow blockchains to securely interact with external data feeds, creating hyper-automation between smart contracts and real-world data, payment systems, and other services. Chainlink provides the critical off-chain information needed for smart contracts to become the dominant form of digital agreement. 

| BlockchainIndustry | Big DataUtility| Oracle, Data retrieval

The Graph | GRT

The Google of Crypto

The Graph is an indexing protocol for querying data on the Web3 ecosystem the way Google indexes and queries data on web2. The Graph’s utility helps developers to build blockchain and smart contract applications from a reliable decentralized public infrastructure.

Before The Graph (GRT) existed, developers who wanted to create decentralized apps needed to index all of Ethereum's data manually, a task which could take multiple developers months-years minimum to complete. The Graph indexes the previously unorganized blockchain data and makes it organized and easier for developers to create applications with.

Every time a user is using a dApp (eg, Uniswap) to trade or view data, the dApp has to query The Graph for data. The Graph recently received up to 800 million daily queries in May 2021, with a 20% monthly growth rate since launch in 2020.

Uniswap, Aave, Compound, Balancer, USDC, Synthetix, Sushiswap, MakerDAO, Yearn, Curve, or basically any of the popular dApps all functionally rely upon The Graph. A good representation of what The Graph is is when you use info.uniswap.org - all of this data comes from The Graph. Every time you refresh, that's a query that Uniswap has to make to The Graph in order to provide you with up to data price data.

For the past 8+ months, dApps were getting this data for free, but soon they will migrate their subgraphs to the decentralized mainnet and be charged micro fees per query. The query fees will be paid out amongst indexers (those who actually organize the data into subgraphs) and curators/delegators (those who stake/participants in the network). We are talking roughly $0.0001 or $0.00001 per query, so hundreds of millions of monthly capital flows through The Graph and its participants.

Currently, there are 10-15 layer 1 blockchain networks (Ethereum, Avalanche, Solana, Polygon, and others) and hundreds of popular dApps (those listed above, and more) using The Graph. Several, like Solana, asked The Graph to index their chain - they approached The Graph, not the other way around. However, in the future, there will be thousands of blockchain networks indexed by The Graph, millions of dApps/subgraphs, and trillions of daily queries. Imagine everyone using their phone to transact, refresh, and interact with media/applications that require data from The Graph.

The Graph is like a combination of decentralized versions of Google, banking, all of social media, all other service providers, and other industries, all in one.

When GRT launched, it was released on Kraken, Coinbase, and Binance on day 1 - no other coin in history has had this red carpet rollout, and there is good reason for it. All of these exchanges had info pages written for The Graph, where they referred to it as the "Google of blockchain".

There are literally zero competitors. The proposed competitors (Covalent, Parsiq) do not even have a working product, do not have the speed, do not have the users, and most importantly, do not have the developers. Everyone who is relevant in the space is already using The Graph

For reference, Google (which has been active since September 1998), was processing 5.6 billion searches per day in February 2019. The Graph, which has only been around for less than 3 years, is already processing 800 million queries per day.

Platform | BlockchainIndustry| Big DataUtility | Data Queries, Data indexing

*Portfolio Rankings are subject to move up or down and will be updated on a Quarter-Quarter basis.